Aleksander Simeonov

Aleksander Simeonov
Vice President Wealth Advisor

777 Brickell Avenue, 9th Floor

Miami, FL 33131

aleksander.simeonov@truist.com

Phone 3057897316

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About me

Background

Aleksandar "Alex" Simeonov is Wealth Advisor at Truist Bank and brings over 12 years of experience in financial services. Alex's specialty is helping families and business owners succeed financially in order to pursue their passions. 

At the core Alex’s diligent process is listening. Alex will take the time to listen and understand your needs, goals, and objections. He will then strive to go above and beyond.

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 portal to Truist's capabilities, 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 achieve 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

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

  • 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

  • Specialized and confidential wealth, investment, insurance, banking, and borrowing solutions for non-US residents and businesses 

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

  • Educating family members with significant wealth to confidently manage their financial lives

  • Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time

Locations

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