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Jhuler Villegas, CFP®
Financial Advisor Investment Services Group

9090 Daniels Pkwy

1st Floor,

Fort Myers, FL 33912-1813

About me

Background

I’m a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Truist Investment Services, Inc. I’ve been a Financial Advisor since 2003 and my goal is to provide the best personalized investment advice possible to help my clients grow their money based on their specific goals.

My personal belief is that there is no such a thing as the best investment for everyone, but there is the best investment for each individual. What determines the best 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, I seek to assist my 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

I don’t have many hobbies, but I enjoy traveling and meeting other cultures. I love to work: To me, my work is my hobby and I’m passionate about what I do.

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

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