Elio Rey

Elio A. Rey
Vice President Financial Consultant

777 Brickell Avenue

Miami, FL 33131

elio.rey@truist.com

Phone 3055775269

Get directions

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About me

Background

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration, B.A.
St. Thomas University 2011

Personal Interests

Child of God, father to two amazing kids, husband to my high school sweetheart, sports fanatic, world traveler, Disney enthusiast and a lover of Cuban Cafecito. 

Specialties

  • 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

  • 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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • 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

Locations

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Recommended Resources

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View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.

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