Julio Almeyda

Julio Almeyda, CFP®
Managing Director International Wealth Advisor Truist Bank

201 Alhambra Cir

14th Floor,

Coral Gables, FL 33134-5102

About me

Background

Julio Almeyda is an international wealth advisor with Truist Wealth, offering clients more than 20 years of comprehensive wealth management experience. As part of International Wealth, he works with a team of professionals whose sole focus is to bring comprehensive and highly customized commercial business and personal financial solutions to accomplished international ultra-high-net-worth families and their foreign and/or domestic businesses. Together, they develop a holistic financial plan that helps meet clients’ short- and long-term goals.

Julio holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by his deep knowledge of his team of specialists, but by his highly attentive service and coordination of resources. He takes the time to talk to, learn about, and understand the critical aspects of his clients’ financial lives so that he can assess the interaction and far-reaching impact of their multiple objectives.

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’s degree in business administration
Florida International University 1999
Personal Finance Certificate Program
University of Miami 2003

Personal Interests

Julio is a native of Miami and a graduate of Florida International University. He serves on the board of his church, Pure Heart Christian Center. 

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

  • 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 and/or wealth needs of business owners.

  • Specialized and confidential wealth, investment, insurance, banking, and borrowing solutions for non-US residents and businesses 

Accomplishments

Truist
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    The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.