Jonatan Alvarez

Jonatan Alvarez
Premier Advisor

11291 Bird Road

Miami, FL 33165

jonatan.alvarez@truist.com

Phone 305-714-8977

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About me

Background

As a Premier Advisor with a career in the financial industry that began in 2008, I’ve had the privilege of working with some of the largest financial institutions, gaining extensive experience in developing tailored financial strategies to help align with each client’s goals. I believe that true success begins with listening, understanding what matters most to my clients and crafting individualized plans to help protect, grow, and enjoy their hard-earned wealth. My mission is to help provide peace of mind, helping to ensure that every client feels confident about their future and their family’s well-being.


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


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

Personal interests

I’m passionate about creating meaningful connections, whether it’s spending quality time with my family, giving back to the community through my local church, exploring new cultures while traveling, or staying active through sports. These experiences fuel my commitment to living a balanced and purpose-driven life.

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

Locations

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

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