Lina Valencia

Lina Valencia
Premier Advisor I

1200 Weston Road

Weston, FL 33326

About me

Background

As a Premier Advisor with Truist, I serve the dynamic South Florida Market. I have been in the financial sector for over 18 years, the last seven of which have been dedicated to Truist. My objective is to help support individuals and families through every stage of their life and help them meet their family’s unique goals. I leverage a robust team of financial professionals to provide comprehensive and personalized advice. Whether you are building your legacy or preparing for the next milestone, I am dedicated to delivering  the clarity and guidance needed to help secure your family’s financial future. 

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 in Finance and International Business
University Santiago de Cali (USC)
Diploma in Finance and Business Administration
London College of International Business Studies

Personal interests

In my free time, I love spending time with my family and friends, making memories, traveling, or exploring the outdoors with my little dog.

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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