Joseph Di Vincenzo

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

1 E Jefferson St

3rd Floor,

Brooksville, FL 34601-2622

joseph.divincenzo@truist.com

Phone 813-224-2100

Fax 352-799-8119

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About me

Background

Joseph Di Vincenzo is an experienced CERTIFIED FINANCIAL PLANNER™ Practitioner and Senior Wealth Advisor serving as Senior Vice President with Truist Bank. He teams with 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 helping improve 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.

  • 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

  • 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

Locations

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    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

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