Alex Torres is a Premier Banker, registered representative, and Independent Adviser Representative (IAR) with 23 years of financial services experience, the past 17 with Truist. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions, estate planning, and providing active relationship and risk management. In collaboration with a larger team, Alex takes the time to understand what’s important to his clients and their families. His daily goal is to build their confidence in their decisions and trust in him through high-touch attention, in-depth conversations, and technology. He maintains contact and closeness with his clients with either virtual or in-person appointments, and regularly meets with them to build and maintain relationships and ensure that he’s keeping his promises.
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
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