Belkys Mejia

Belkys Mejia, AWMA®, CRPC®
Wealth Advisor Truist Bank

777 Brickell Ave

Miami, FL 33131-2803

About me

Background

I’m 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. I conduct in-depth financial needs assessments and work in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning. I’m committed to understanding the priorities of families and giving them personized attention to address the many wealth management needs they face at different stages of their lives. 

I'm 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

To
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