Mohamed Cherif
Virtual Premier Advisor
Virtual Premier Advisor
2320 Cascade Point Blvd.
Charlotte, NC 28208
About me
Background
I am Mohamed Cherif, a Virtual Premier Advisor with Truist, supporting clients in the Gainesville and Citrus Ocala Florida Market. I have 20 years of experience in banking and financial services, and my focus is helping clients feel confident, informed, and supported as they navigate their financial decisions.
I take a holistic approach to financial planning, which means I start by understanding what matters most to you, your goals, priorities, and what you want your money to support over time. From there, we create a personalized plan that can evolve with you as life changes.
My role is to serve as a long term financial partner, helping to provide thoughtful guidance, clear communication, and a consistent experience you can rely on—now and into the future.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal interests
When I’m not working with clients, I enjoy spending quality time with family and friends and staying actively involved in the community. I am passionate about volunteering with Scouting America and supporting local community initiatives.
My family and I relocated to Charlotte in 2017 from Lowell, Massachusetts, and we are proud to call this area home.
Specialties
Premier Banking
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Premier Financial Planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Premier Risk Management
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
