Luis Miranda

Luis Miranda, CFA®, CFP®
Senior Vice President Investment Manager Truist Bank

201 Alhambra Circle

14th Floor,

Coral Gables, FL 33134

Luis.miranda@truist.com

Phone 728-240-2504

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About me

Background

Luis Miranda is an Investment Manager within Truist Wealth. He is responsible for the management of Truist's investment process for ultra-high-net-worth clients. This includes investment policy formation, asset allocation, investment selection, ongoing portfolio management, and periodic investment reviews. 

Luis has over 8 years of experience in the wealth management industry. Early in his career, he worked as an Equity Research Analyst. He transitioned into the wealth management space to serve ultra-high-net-worth Latin American clients at J.P. Morgan and later at Citibank. He joined Truist in 2025 to continue servicing ultra-high-net-worth clients both domestic and international.

Luis holds the Chartered Financial Analyst (CFA) designation. 

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

Education

B.A.
Villanova University 2013 2017

Personal Interests

Luis is a member of the CFA institute and CFA Miami Society. Luis also holds the CFP Charter. In his free time, enjoys travelling with his family, competing in Ironman events, and other outdoor activities.

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