Luis Miletti

Luis A. Miletti, Jr. CIMA®, CRPC®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

401 W Main St

Suite 101,

Louisville, KY 40202-2917

About me

Background

Luis is Vice President and Financial Advisor with Truist Investment Services, Inc. He has more than 15 years of experience in the financial services industry. He holds two professional designations: Certified Investment Management Analyst® (CIMA®), a designation conferred by the Investment Wealth Management Institute through the Sloan School of Management at MIT; and a Chartered Retirement Planning Counselor (CRPC®), a designation offered by the College of Financial Planning®.

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

Personal Interests

Luis has been married to his wife, Yadira, for 11 years and they have four young children, Miguel, Mariana, Sofia and Pedro.  In their free time they enjoy traveling, being outdoors, volunteering in the community and playing golf. 

Specialties

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

  • 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

  • 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

  • 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.

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

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

To
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