Julio Betancourt

Julio Betancourt
Premier Banker

777 Brickell Ave

Miami, FL 33131-2803

About me

Background

Julio Betancourt is a vice president and Premier Banker with six 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. Julio’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journey by addressing their short- and long-term goals.

The part of the job that Julio most enjoys is working together with his clients and team of financial experts at every stage of the process and relationship. Because life happens, they periodically review every client’s plan to ensure that it’s on track with their and their family’s current needs.

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

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Education

Bachelor's in Business Administration
Florida National University

Personal interests

Julio, his wife, and their dog, Lucy, live in Miami and enjoy a number of outdoor activities, including boating and mountain biking in South Miami trails.

Specialties

Locations

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777 Brickell Ave,

Miami, FL 33131-2803

Office hours

Mon–Fri: 9am–4pm ET Sat: 12am–12pm ET Sun: 12am–12pm ET

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Office hours

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