Alex Navarro

Alex Navarro, CFP®, ChFC®, CLU®, CRC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

9600 Collins Ave

Bal Harbour, FL 33154-2202

About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., offering clients more than 35 years of investment planning, financial planning, retirement planning, estate planning, college planning, and insurance planning experience.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A. in Political Science/International Relations and Communications
Tulane University 1982 1986

Personal Interests

I’ve served on the finance committees of the Key Biscayne Yacht Club and St. Agnes Catholic Church in Key Biscayne. I’m a member of the Greater Miami Chamber of Commerce.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

  • Top-notch service delivery and support for the private banking and/or wealth 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

To
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