Jhuler Villegas

Jhuler Villegas, CFP®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

2510 Santa Barbara Blvd

Cape Coral, FL 33914-4454

About me

Background

Jhuler Villegas is a Financial Advisor with Truist Investment Services, Inc. and has earned his CERTIFIED FINANCIAL PLANNER™ designation. He’s been a financial advisor since 2003, with a goal of providing personalized investment advice to help clients grow their money based on their specific goals.

Jhuler’s belief is that there’s no such a thing as an investment for everyone, but there is sound investment for each individual. What determines a sound investment is based on the client’s individual desires: building a securities portfolio, using their investments for income, or transferring their assets to their children. Regardless of their needs, he seeks to assist clients in finding the most appropriate solution. 

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

Education

Bachelor’s Degree
Warrington College of Business, University of Florida 2003

Personal Interests

Jhuler doesn’t have many hobbies, but enjoys traveling and meeting other cultures. He loves to work. His work is his hobby, and he’s passionate about what he does.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth 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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