Cynthia Green

Cynthia A. Green
Wealth Advisor Truist Bank

8226 N Wickham Rd

Suite 200,

Melbourne, FL 32940-7991

About me

Background

Cynthia is a Wealth Advisor with Truist Bank, offering clients more than 25 years of financial services, retirement planning, and investment management experience.

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

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

To
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