Joseph DiVincenzo

Joseph DiVincenzo, CFP®
Wealth Advisor Truist Bank

1 E Jefferson St

3rd Floor,

Brooksville, FL 34601-2622

About me

Background

Joseph Di Vincenzo is a Wealth Advisor with Truist Bank offering clients more 13 years of financial services, retirement planning, and investment management experience. 

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 and his wife, Shelby, are expecting their second child in October.  They reside in the New Tampa area of Pasco County. In their free time, Joseph and his family like to travel and spend time outdoors.

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

To
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