Jonathan Ormaza

Jonathan Ormaza
Premier Banker

201 Alhambra Cir

Coral Gables, FL 33134-5102

Jonathan.S.Ormaza@truist.com

Phone 305-423-1478

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About me

Background

Jonathan Ormaza is a Premier Banker with 17 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. Jonathan’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology.

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

Originally from New York, Jonathan has lived in Miami for 25 years. During his free time, he enjoys music, travel, and dining.

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.

  • 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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