Gabriel Rodriguez,
AWMA®, CEPA
Senior Vice President
Senior Wealth Advisor
303 Peachtree Street, 15th Floor
Atlanta, GA 30308
About me
Background
As a Senior Vice President and Senior Wealth Advisor, Gabriel coordinates Truist Wealth specialists to assist you and your family in pursuing the value-added that comes from knowing the important aspects of your financial life are thoughtfully orchestrated. Through a dynamic discovery process, Gabriel is able to help build and maintain a thorough understanding of your needs and priorities. Helping you and your family with the successful achievement of your goals and aspirations is our primary focus. Gabriel has the knowledge, experience and desire to help bring about successful outcomes as your trusted advisor. Gabriel has specialized in wealth management, private banking, lending, retirement and investment planning, as well as life insurance and estate planning since 2006. Gabriel graduated with the honor of Summa Cum Laude from Atlanta Christian College/Point University in Atlanta, GA, majoring in Business Marketing. Gabriel currently maintains a FINRA Series 7, FINRA Series 66, GA state Life, Health & Annuity Insurance Licenses, and has completed the Accredited Wealth Management Advisor (AWMA) and Certified Exit Planning Advisor (CEPA) professional designations. He is also pursuing a Certified Financial Planner (CFP) professional designation.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
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.
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
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
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
Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership
Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions
Educating family members with significant wealth to confidently manage their financial lives
Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time
Recommended Resources
Market Perspective The market's love-hate relationship with tech
Tech investors continue to swing between optimism and skepticism.
Market Pulse Market Pulse – July 20, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Economic Data Tracker Energy decline eases inflation pressures
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.