Aleksander Simeonov

Aleksander Simeonov
Vice President Wealth Advisor Truist Bank

777 Brickell Avenue, 9th Floor

Miami, FL 33131

ALEKSANDAR.SIMEONOV@TRUIST.COM

Phone 305-789-7316

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About me

Background

Aleksandar "Alex" Simeonov is Wealth Advisor at Truist Bank and brings over 15 years of experience in financial services. Alex's specialty is helping families and business owners address their financial needs in order to pursue their passions. 

Alex is experienced in complex lending, investment/retirement planning and he is the focal point in a team of world-class specialists he tailors to his clients' unique needs. Alex is your guide to Truist's vast resource of specialists, from investment banking and succession planning to tax strategies and estate planning, to complex lending and customized investment solutions.

Prior to joining Truist, Alex was at Wells Fargo and City National Bank, earning valuable experience and striving to build a proven track record of helping his clients address their goals.

Alex is fluent in Spanish and his native Bulgarian.

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

Business Administration, B.A.
Florida International University 2014

Personal Interests

Away from the office, Alex loves making memories with his wife Gabriela and his daughter Sofia. 

Alex enjoys playing soccer, traveling and exploring "the great outdoors".

Specialties

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

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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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