Cynthia Green

Cynthia A. Green
Senior Vice President Wealth Advisor Truist Bank

8226 N Wickham Rd

Suite 200,

Melbourne, FL 32940-7991

About me

Background

Cynthia Green 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

Education

Bachelor’s of Science, Public Relations
University of Florida 1994

Personal Interests

Cynthia was a former Commissioner for the Brevard County Housing Authority and former board member of Brevard Cultural Alliance.

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

  • 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.

Locations

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