Juan Vanegas

Juan Vanegas
Virtual Premier Banker

1522 Gross Road

Mesquite, TX 75149

About me

Background

I am a Virtual Premier Banker for Truist.  Since joining the firm in 2021, I have helped deliver the Premier client experience in Texas.  I have been in the financial services industry since 2010.  I take a holistic and strategic approach when helping to guide clients through financial planning, retirement planning, risk management and strategic credit conversations. My purpose is to understand my clients goals.

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

When I am not working, I enjoy spending time with my family and playing golf at different parks in North Texas.

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

Locations

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