Alvaro A Quintero
Director
Financial Advisor
Truist Investment Services, Inc.
515 E. Las Olas Blvd,
7th Floor,
Ft. Lauderdale, FL 33301
About me
Background
I focus on connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most to them. I work with high-net-worth individuals and Business Owners to understand their financial situation, help them articulate their short- and long-term goals, and then I recommend a financial strategy to help them with what they want to achieve.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
Recommended Resources
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Market views heading into the week highlight what we're watching and important news ahead.