Alfredo Fernandez

Alfredo J. Fernandez
Vice President International Wealth Advisor Truist Bank

201 Alhambra Cir

14th Floor,

Coral Gables, FL 33134-5103

Alfredo.J.Fernandez@Truist.com

Phone 305-789-7341

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About me

Background

Alfredo Fernandez is an International Wealth Advisor with Truist Bank, offering clients more than 15 years of comprehensive wealth management experience He implements a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.
 
As a part of International Wealth, Alfredo works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful, high net-worth families and businesses outside the U.S. Together, they develop holistic financial plans that helps address clients’ short- and long-term objectives.

Accountability is his highest principle when recommending strategies with a client’s needs and goals in mind. These strategies are supported not only by his team’s deep experience, but by his highly attentive service and coordination of resources. He takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that he can assess the interaction and far-reaching impact of their multiple objectives.

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 - Economics
Florida International University 2006

Personal Interests

A native of Guatemala and a graduate of Florida International University, Alfredo enjoys reading and spending time with his family.  

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

  • 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.

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

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

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