Ivan Acimovic

Ivan Acimovic, CRPC®
Premier Banker

1220 17th Street Suite 104

Miami Beach, FL 33139

ivan.acimovic@truist.com

Phone 305-674-5126

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About me

Background

I am a Premier Banker with Truist servicing the South FL Market and offering experience in the Banking Industry since 2018. As a Premier Banker, I specialize in holistic Financial Planning and I’m very passionate about helping my clients focus on their financial and life priorities. My purpose is to help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while helping to provide an exceptional experience.

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

MBA
Campbellsville University
Bachelor's in Finance
University of North Georgia

Personal interests

I love playing sports and I stay active playing soccer, paddle and tennis. I also enjoy riding the bike and going to the beach as well as spending quality time with the friends and family. 

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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