Ana Matia

Ana Matia
Wealth Advisor Associate Truist Bank

201 Alhambra Cir

14th Floor,

Coral Gables, FL 33134-5102

About me

Background

Ana Matia is a Wealth Advisor Associate with Truist Bank, offering clients more than three years of financial services and investment management experience specialized in U.S. non-resident clients. 

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

Bachelor in Business Administration
Vermond Business School 2002
Associate in Arts
Miami Dade College 2009

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

  • 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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