Angel Figueroa

Angel E. Figueroa
Financial Advisor Investment Services Group Truist Investment Services, Inc.

8701 Hunters Lake Dr

Tampa, FL 33647-2830

About me

Background

I am a Financial Advisor with Truist Investment Services, Inc., and offer clients more than nine years of financial services, retirement planning, and investment management experience. I specialize in providing my clients with financial education and taking a unique, personalized approach when it comes to investment planning. My process has two components: explore and understand a client’s needs, wants and wishes, and then make recommendations and build a plan based on the same so that I am acting with fiduciary responsibility and building my client’s trust.

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

Education

Management Information Systems
University of South Florida 2007

Personal Interests

I am active in Junior Achievement USA and a member of the Tampa Bay Latin Chamber of Commerce.

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.

  • 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

  • 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

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