Luis Mendoza

Luis A. Mendoza
Financial Advisor Investment Services Group Truist Investment Services, Inc.

9812 Falls Rd

Potomac, MD 20854-3918

About me

Background

I’m a Financial Advisor with 20 years of experience and a background that’s given me exposure to a diverse clientele and the international market knowledge so crucial in today’s environment. I enjoy learning about each client’s unique background and customizing solutions for their financial needs. 

In 2001, I started my career at Morgan Stanley and worked my way to back-to-back advisor awards before joining SunTrust’s international private bank in 2004. HSBC recruited me to serve as a financial advisor in their new embassy banking division in 2007, only to return to SunTrust in 2015 to focus on premier banking clients. 


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

Education

BA, International Studies & Economics
The American University
MBA, Finance
The American University

Personal Interests

I earned both my bachelor’s in international studies and economics and MBA in finance from American University.

Specialties

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

  • 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

  • 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

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