Larry Cuervo

Larry Cuervo Jr.
CFP®
Wealth Advisor Truist Bank

1777 Main St,

7th Floor,

Sarasota, FL 34236-5812

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About me

Background

I am a Senior Vice President, Wealth Advisor with Truist Wealth, and offer more than 20 years of financial services experience working with financially complex, high-net-worth families, C-level executives, and entrepreneurs/business owners. I provide solutions for multigenerational wealth transfer, asset protection, retirement planning, estate planning, credit solutions, and fiduciary investment management.

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

Bachelor of Science - Finance

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

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

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