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
Fixed Income Perspective Beyond the Fed: The rise in long-term yields
Fixed Income Perspective offers our views on top-of-mind fixed income themes.
Special Commentary House Views update
Upgrading gold from less attractive to neutral
Market Pulse Market Pulse – August 17, 2026
Market views heading into the week highlight what we're watching and important news ahead.