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Alfredo J. Fernandez
Wealth Advisor Truist Bank

1 Carlos Gardel Ave

15th Floor,

Miami, FL 33131-1700

About me

Background

I am a Wealth Advisor with Truist Wealth and offer clients more than 12 years of comprehensive wealth management experience with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. I am proud that I have been recognized for my client service with numerous awards and distinctions throughout my Truist career.
 
As a part of International Wealth, I work with a team of experts 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, we develop holistic financial plans that helps meet our clients' short- and long-term objectives.

Accountability is my highest principle when recommending strategies with a client’s needs and goals in mind. These strategies are supported not only by my team’s deep expertise, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about and understand the critical aspects of a client’s financial life so that I 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, I enjoy reading and spending time with my 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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