Julio Betancourt

Julio Betancourt
Premier Advisor

8699 Northwest 36 Street

Doral, FL 33166

Julio.R.Betancourt@truist.com

Phone 305-597-6603

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About me

Background

I have been  a Vice President and Premier Advisor since 2015 in financial services, dedicated to helping clients take a comprehensive, strategic, and holistic approach to financial planning. My focus is on delivering customized solutions while providing ongoing relationship management and thoughtful risk oversight.

I strive each day to put my clients first by building trust through meaningful conversations, high-touch service, and the effective use of technology. My goal is to guide clients through every stage of their financial journey by addressing both their short- and long-term objectives with clarity and purpose.

 I  believe that financial planning is an evolving process—because life changes, I regularly review each client’s plan to help ensure it continues to align with their evolving needs and priorities.


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

Bachelor's in Business Administration
Florida National University

Personal interests

My wife, our daughter Angie, our dog Lucy, and I live in Miami, where we enjoy spending time outdoors. Our daughter has truly become our purpose and brings incredible joy to our lives. As a family, we love spending time at the beach and pool, as well as traveling and discovering the wonders of the world together. In my free time, I enjoy playing soccer and mountain biking along the South Florida trails.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

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

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

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