Alex Torres
Premier Advisor
2231 Indian River Blvd
Vero Beach, FL 32960-5214
About me
Background
I am a Premier Advisor with experience in financial services since 1998. I help clients take a comprehensive, holistic, and strategic approach to financial planning, including estate planning, and I provide active relationship and risk management. I take the time to understand what’s important to my clients and their families. My daily goal is to help build their confidence in their decisions and trust in me through high-touch attention, in-depth conversations, and technology. I maintain contact and closeness with my clients with either virtual or in-person appointments, and I regularly meet with them to build and maintain relationships.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more