Cynthia A. Green
Senior Vice President
Wealth Advisor
Truist Bank
8226 North Wickham Rd
Suite 200,
Melbourne, FL 32940-7991
About me
Background
Cynthia is a Wealth Advisor with over 25 years of comprehensive wealth management experience. She enjoys working with clients to understand their family dynamics. While leveraging the experience of the Truist Wealth Team, Cynthia assists her clients with all aspects of their financial well-being. She works with high-net worth families by guiding them through financial planning, investment management, insurance strategies, specialized lending and estate planning process to help them establish customized solutions to help them address their goals.Education
Personal Interests
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
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
Recommended Resources
Special Commentary The Washington brief
Midterm elections take center stage, delaying resolution on key issues
Market Perspective The bull market deserves the benefit of the doubt
As the bull market enters its fifth year, the weight of the evidence suggests it still has room to run.
Market Pulse Market Pulse – October 5, 2026
Market views heading into the week highlight what we're watching and important news ahead.