Belkys Mejia

Belkys Mejia, AWMA®, CRPC®
Vice President International Wealth Advisor Truist Bank

201 Alhambra Cir

Coral Gables, FL 33134-5103

Belkys.Mejia@Truist.com

Phone 305-523-1702

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About me

Background

Belkys Mejia is a Miami-based Wealth Advisor, with more than 25 years of experience in providing unbiased insurance guidance and a strategic approach to financial planning to business owners and high-net-worth individuals. Belkys conducts in-depth financial needs assessments and works in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning. She’s committed to understanding the priorities of families and giving them personalized attention to address the many wealth management needs they face at different stages of their lives. 

Belkys is fluent in English and Spanish.

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

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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Locations

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