Georgette Suarez

Georgette R. Suarez
Medical Wealth Advisor

201 Alhambra Cir

14th Floor,

Coral Gables, FL 33134-5102

About me

Background

I’m a Medical Wealth Advisor with Truist Bank, offering clients more than 22 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. 

As a part of the Medical Specialty Group, I work with a team of experienced individuals whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in this market. Together, we develop holistic financial plans that helps to meet our clients’ short- and long-term goals.

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep experience of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

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

BBA
St. Thomas University

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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

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