Joseph Di Vincenzo

Joseph Di Vincenzo, CFP®
Senior Vice President Senior Wealth Advisor Truist Bank

1 East Jefferson St

3rd Floor,

Brooksville, FL 34601-2622

joseph.divincenzo@truist.com

Phone 813-419-1631

Fax 352-799-8119

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About me

Background

Joseph Di Vincenzo is an experienced CERTIFIED FINANCIAL PLANNERTM Practitioner and Senior Wealth Advisor serving as Senior Vice President with Truist Bank. He works alongside Jim Brennan to assist affluent families and business owners to address their financial and philanthropic goals through 
comprehensive planning and industry leading wealth management practices.

Joseph has a passion for improving the lives of families that entrust him to guide their financial world and considers this responsibility as an honor to be handled with great care. His areas of focus include business transition, investment management, risk management, retirement, estate, and philanthropic planning.

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 Science degree in International Business and a minor in Marketing
University of South Florida 2010

Personal Interests

Joseph resides in Wesley Chapel, FL with his wife and 2 children. He enjoys traveling, running/cycling, and most anything with his family outdoors. He is a member of the Think Big for Kids Appreciation Committee and volunteers at Metropolitan Ministries and Habitat for Humanity. Joseph has a deep passion for improving opportunities for under privileged children and making a real and positive impact to his beloved Tampa Bay community. He earned a Bachelor of Science in International Business from the University of South Florida and earned his CFP® Certification at Dalton College of Business at NYU.

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.

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

Locations

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