“I am a Senior Vice President and a Wealth Business Advisor with Truist Bank. Over the course of my career in the financial sector spanning 23 years, I have held numerous Leadership and Relationship Management positions. This has allowed me the opportunity to develop an in-depth knowledge of a broad range of Banking and Wealth Management Solutions, including investments, risk management, lending and financial and estate planning. Working in tandem with other members of Truist Wealth, I use personalized financial planning and advice to help address the current and long-term needs high net-worth business clients and their families.
While my role may differ from client to client, my obligation is the same: to focus on the client’s best interest, seek to deliver superior customer service, and strive to exceed their expectations.”
Contact Information
201 Alhambra 14 Floor,
Coral Gables,
Florida,
USA
(305) 523-1738 / (305) 725-8100
Become a Member
Join our growing network of Brazilian-American professionals and businesses. Gain visibility, connections, and exclusive benefits.