Javier Dadan

Javier Dadan, CRPC®
Wealth Advisor Truist Bank

125 Worth Ave

2nd Floor,

Palm Beach, FL 33480-4406

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 part of the Medical Specialty Group, I work with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in his market. Together, we develop holistic financial plans that helps 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 expertise 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.

I earned my Chartered Financial Retirement Counselor™ (CRPC®) designation and have received several firm awards, including the Platinum Performance Excellence Award in 2017. The Truist Platinum & Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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

Bachelor's in Science Degree with double majors in Finance and International Business
Florida Atlantic University 2000

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.

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

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

Accomplishments

Platinum Performance Excellence Award Winner
2017
Gold Performance Excellence Award Winner
2016
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.