Ken Solis

Ken Solis
Senior Managing Director Regional Director Truist Investment Services, Inc.

401 E Jackson St

19th Floor,

Tampa, FL 33602-5202

Ken.solis@truist.com

Phone 813-224-2409

Get directions

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About me

Background

Ken Solis is a Regional Director with Truist Investment Services, Inc. As a Regional Director, he is responsible for leading Financial Advisors for the Florida/Texas/California Division, and the International Wealth Brokerage team. These advisors serve the Wealth Management needs of successful high net-worth individuals, families, and businesses by focusing on comprehensive and highly customized business and personal financial solutions.

Ken has over 30 years of experience in Wealth Management and Brokerage including serving as the Head of Wealth Brokerage Services at SunTrust Investment services, now Truist. He also held various management roles at other prior firms, including Wells Fargo, Bank of America, and Morgan Stanley. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

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

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Locations

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Recommended Resources

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