Joyce Chen

Joyce Chen
Vice President Wealth Advisor Truist Bank

150 S US Highway 1

Jupiter, FL 33477-5116

About me

Background

Joyce offers more than three decades of retail, corporate and private wealth banking. Throughout her career, she has held numerous senior management roles where she led hundreds of individuals in financial strategies. 

As a wealth advisor she serves high net worth individuals, families, business owners and entrepreneurs. She advocates for her clients by taking a holistic approach, understanding what is important to them and building customized financial road maps. In her role she helps clients grow, preserve, transition their wealth and ultimately helps them find financial confidence.  

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
Lean Six Sigma Green Belt
Florida Atlantic University
Certified Circuit Civil Mediator
Florida Supreme Court
State Qualified Arbitrator

Personal Interests

Joyce actively supports the communities in which she works, plays, lives and has served on numerous civic and nonprofit organizations. She is a strong advocate of future leaders mentoring children throughout the South Florida and Central Florida educational system.  She currently, is an active member of the Palm Beach County Estate Planning Council and the Association of South Florida Mediators and 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

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

To
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