Jose Mendez

Jose L. Mendez, CTFA
Wealth Advisor Truist Bank

9600 Collins Ave

2nd Floor,

Bal Harbour, FL 33154-2202

About me

Background

I am a Senior Vice President and Wealth Advisor with Truist Wealth. With over 30 years of experience, I assist high-net-worth individuals and families in achieving their immediate and future goals. I hold the Certified Trust and Fiduciary Advisor (CTFA) certification.

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 of Business Administration
Florida International University 1999
Master's Degree in Accounting and Financial Management
Keller Graduate School of Management 2010

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.

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

Accomplishments

Performance Excellence Award Winner
Truist 2019
Performance Excellence Award Winner
Truist 2018
The Truist Platinum 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.
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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.