Ken Fletes

Ken Fletes
Senior Vice President Legal Wealth Advisor Truist Bank

777 Brickell Ave

Miami, FL 33133

About me

Background

For over 14 years, Ken Fletes has dedicated his career to empowering clients in South Florida to achieve their financial ambitions. As a Wealth Advisor, Ken operates on a guiding principle that distinguishes his practice: he strives to lead with service, care, and sound advice. He understands that true wealth management is not just about asset accumulation; it is about providing the security and strategy necessary for his clients to thrive.

Ken brings a specialized focus to his practice, working closely with law firms and attorneys. He recognizes the unique challenges, rigorous schedules, and complex financial structures that legal professionals face. By delivering tailored, comprehensive financial planning, he helps his clients navigate tax-efficient strategies, asset management, and retirement goals, allowing them to focus on their own legal practices with peace of mind.

Ken’s approach is rooted in the belief that strong relationships are built on trust and consistent results. He does not just manage portfolios; he partners with his clients, acting as a steward for their financial well-being. Balancing a high-level career with a commitment to integrity, Ken brings the same level of dedication and enthusiasm to every client engagement. He is proud to serve the South Florida community, providing the counsel and clarity that successful legal professionals deserve.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.


Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Outside of the office, I am grounded in my faith and core values. I am an active member of Calvary Fellowship, where I find deep fulfillment in serving my community. My greatest joys, however, are found at home. I am a devoted husband to my beautiful wife and a proud father to my 11-year-old son. These relationships are my primary source of inspiration and keep me focused on the bigger picture of life.

When I am not working or spending time with family, you can usually find me out on the water. I have a deep passion for water sports, snowboarding, and gym which allows me to recharge and maintain a balanced, active lifestyle. Whether I am navigating the water, snow, weights or spending a quiet weekend with my family, I believe that living with vigor and appreciation is essential. This commitment to a balanced life helps me bring fresh energy, a clear perspective, and renewed dedication to the work I do for my clients every single day.

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.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

Locations

Loading location info...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}