Joyce Chen

Joyce Chen
Wealth Advisor Truist Bank

150 S US Highway 1

Jupiter, FL 33477-5116

About me

Background

I’m a Vice President and Wealth Advisor with Truist and a seasoned professional with thirty years of retail, commercial, and private banking experience. Throughout my career, I have held numerous senior management positions, serving as an advisor to high-net-worth individuals, families, business owners, and entrepreneurs, and leading hundreds of individuals in financial strategies. I provide my clients a breadth of knowledge and understanding in today’s complex financial services world, along with wealth planning, strategic advice, and thought leadership. I help them take a comprehensive, strategic approach to planning in all stages of asset accumulation and develop recommendations tailored to their needs, priorities, and preferences.

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

MBA
Nova Southeastern University 2003
Business Administration
Barry University

Personal Interests

I earned my bachelor’s in business, summa cum laude, from Barry University, my MBA, Sigma Beta Delta, from Nova Southeastern University, and a Lean Six Sigma Green Belt designation from Florida Atlantic University. I’m certified through the Florida Supreme Court as a Circuit Civil Mediator and a State Qualified Arbitrator, and am an alumnus of Leadership Boca, Delray, and Palm Beach County.

I actively support the communities in which I work, play, and live, serving in numerous civic and nonprofit organizations. As a strong advocate of future leaders, I’ve been a mentor to children throughout the South and Central Florida educational system. I’m an active member of the Palm Beach County Estate Planning Council and the Association of South Florida Mediators & Arbitrators.

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

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

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