Luis Mendoza

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

9812 Potomac Falls Rd

Potomac, MD 20854-3918

About me

Background

Luis Mendoza is a financial advisor with 20 years of experience and a background that’s given him exposure to a diverse clientele and the international market knowledge so crucial in today’s environment. He enjoys learning about each client’s unique background and customizing solutions for their financial needs. 

In 2001, he started his career at Morgan Stanley and worked his way to back-to-back advisor awards before joining the international private bank of Truist in 2004. He was recruited by HSBC to serve as a financial advisor in their new embassy banking division in 2007, only to return to Truist 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

Luis earned a bachelor’s degree in international studies and economics and an MBA in finance, both 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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