Luis Miranda

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

777 Brickell Ave

Miami, FL 33131

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 transferred over to the wealth management space to service ultra-high-net-worth Latin American clients at J.P. Morgan and later at Citi Bank. 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. In his free time, enjoys travelling with his family, competing in Ironman events, and other outdoor activities.

Locations

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777 Brickell Ave,

Miami, FL 33131

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

Phone 305-423-0468

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