Alvaro Grullon

Alvaro Grullon
Premier Banker

7677 Dr Phillips Blvd

Orlando, FL 32819-5151

About me

Background

Alvaro Grullon is a Premier Banker with 13 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Alvaro’s daily goal is to put his clients first, tirelessly working to build their trust with a distinctive, secure and successful experience based on high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals to help them achieve a future in which they can share the moments that matter most with their families and friends.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Associate's in Business Management
University of Phoenix

Personal interests

Alvaro and his wife met in high school and have been married for 13 years. They live in Orlando with their toy poodle, Ozzie, and love spending their weekends at the beach and traveling the world. A huge basketball fan, if he isn't doing anything else, Alvaro is either playing or watching basketball - especially cheering on his Orlando Magic in person or at home.

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

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