Luis Barrera

Luis Barrera
Premier Banker

9600 Collins Ave

Bal Harbour, FL 33154-2202

About me

Background

Your finances should create opportunities. At Truist, Premier Banking is dedicated to providing personal advice, an exceptional experience and tailored solutions to empower you on your financial journey. As a Premier Banker who has been in the financial services industry since 2012, I help my clients take a comprehensive, strategic approach to financial planning solutions, engage in active relationship management, and risk management. My daily goal is to put my clients first, delivering trust through technology and touch. 


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

BA in Finance
Florida International University

Personal interests

I enjoy spending my mornings on the beach, and spending time with my siblings.

Specialties

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

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

To
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