Liza Coburn Bonet
Senior Vice President
Wealth Advisor
Truist Bank
8851 Conroy-Windermere Rd
Orlando, FL 32835-3129
About me
Background
With over 25 years in the financial services industry, Liza Bonet is a seasoned Wealth Advisor at Truist Wealth, known for her strategic insight, disciplined planning, and genuine care for her clients. She specializes in serving high-net-worth individuals, families, and business owners, guiding them through comprehensive financial planning, investment management, credit and liquidity strategies, trust and estate planning, and multigenerational wealth transfer.
Liza’s collaborative advisory style is a hallmark of her practice. She partners closely with Truist’s specialists to deliver coordinated, holistic strategies tailored to each client’s goals and values. Her ability to simplify complex financial concepts empowers clients to make confident, informed decisions that support both personal and philanthropic aspirations.
Her reputation for integrity, discretion, and excellence has been earned through decades of advising clients through market cycles, liquidity events, and estate transitions. Liza believes that every financial plan should reflect not just the numbers, but the people and purposes behind them.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal Interests
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.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
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
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership
Educating family members with significant wealth to confidently manage their financial lives
Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time
Recommended Resources
Market Pulse December 1, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – December 1, 2025
Market views heading into the week of December 1, 2025 highlight what we're watching and important news ahead
Economic Data Tracker Thanksgiving travel surge and lots to be thankful for
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – November 26, 2025.
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 26, 2025.
Market Pulse November 24, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – November 24, 2025
Market views heading into the week of November 24, 2025 highlight what we're watching and important news ahead.