Jose Mendez

Jose L. Mendez, CTFA
Senior Vice President Wealth Advisor Truist Bank

9600 Collins Ave

2nd Floor,

Bal Harbour, FL 33154-2202

About me

Background

Jose is a Senior Vice President and Wealth Advisor with Truist. As an advisor with over 30 years of experience, Jose assists high net worth individuals and families in addressing their goalsSupported by a team of specialists Jose delivers the Truist Wealth platform which include specialists in Banking, Investments Management, Personal Trusts, Wealth Advisory, Insurance Services, Financial Planning, Estate Strategies, Credit and Mortgage.

He also consults on risk management, retirement planning, estate planning and other critical financial strategies. Jose has earned the professional designation of Certified Trust and Financial Advisor “CTFA”. Jose earned a Bachelor of Business Administration degree at Florida International University (FIU), as well as a Master’s degree of Accounting and Financial Management from Keller Graduate School of Management.

In addition, Jose holds FINRA registration 7, 63 and 65 and State of Florida Life, Health and Variable Annuities License.

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.

  • 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

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

  • 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

Accomplishments

Performance Excellence Award*
Truist 2019
*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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