Andreia Nimara

Andreia Nimara , CFP®
Vice President Financial Advisor Truist Investment Services, Inc.

9600 Collins Ave

Floor 2,

Bal Harbour, FL 33154

Andreia.nimara@truist.com

Phone 305-868-2654

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About me

Background

Andreia is Senior Vice-President and a Private Client Advisor at Truist Private Client Group In South Florida. She works closely with ultra-high-net-worth individuals and families, helping them pursue what is most important to them by taking a more purposeful and structured approach to their financial lives. Deeply committed to the long-term well-being of each client, Andreia leads the design and development of customized wealth strategies helping families deploy their wealth more thoughtfully and efficiently. She has significant experience addressing the needs of business owners, CEO’s, and multi-generational families, allowing them to devote more time to their personal and professional affairs.

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

Education

Master of Business Administration
Florida International University’s Chapman School of Business 2020
Bachelor of Science in Economic International Relations
The Academy of Economic Studies in Bucharest, Romania 1997

Personal Interests

Andreia resides in Aventura, Fl with her family, mother, and her son Alexander. In her free time, she enjoys playing tennis, golf and skiing. 

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

  • 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

  • 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 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

Locations

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Recommended Resources

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