Jorge Balladares

Jorge L. Balladares
Managing Director International Financial Advisor

8699 Northwest 36th Street

Doral, FL 33166

jorge.balladares@truist.com

Phone 3054423015

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About me

Background

Jorge Balladares is a dedicated Financial Advisor with a profound passion for helping people effectively manage their wealth and finances. With a deep care for his clients, Jorge excels in providing excellent advice that leads to better financial outcomes and sound decision-making. His commitment to this field is driven by a lifelong passion for making a positive impact on the financial well-being of others.

Clients appreciate working with Jorge and his team due to their exceptional service, swift problem-solving abilities, and efficient execution of solutions. New clients can expect nothing less than top-notch service and practical financial guidance when engaging with Jorge and his team.

Specializing in serving High and Ultra High Net Worth Latin American Families, Jorge's prior roles, including Senior Private Banker, Market Team Leader and Investment Advisor have equipped him with the necessary experience to cater to the unique needs of his clients. He is also an Advisory Board Member for the University of Miami Herbert Business School and actively participates in community organizations like Glory House Foundation and Feeding South Florida, focused on assisting victims of Human Trafficking and supporting the underprivileged.

In his free time, Jorge enjoys indulging in hobbies like Race Car Driving and Sport Shooting, showcasing his diverse interests and commitment to a well-rounded lifestyle.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Economics, B.S
Florida International University 1998
Masters in Business Administration
University of Miami 2018

Specialties

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

Locations

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