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Marcello Zaffaroni

Marcello Zaffaroni
International Wealth Advisor Truist Bank

201 Alhambra Cir

14th Floor,

Coral Gables, FL 33134-5102

marcello.zaffaroni@truist.com

Phone 305-789-7244

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About me

Background

I’m an International Wealth Advisor with Truist Bank, offering clients more than 21 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.

As a part of International Wealth Management, I work with a team of specialists whose sole focus is to help bring comprehensive and highly customized business and personal financial solutions to successful high-net-worth families and businesses outside the U.S. Together, we develop holistic financial plans that help strive to meet our clients’ short- and long-term goals.

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep experience of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.
 
Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. in Finance
Florida International University 1998 2002

Personal Interests

A native of Miami, FL, I earned a B.S. in finance from Florida International University in 2002. My wife, Maria, and I live in Weston, FL, with our four children. I enjoy being active in local fundraising events and nonprofit organizations throughout South Florida.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Specialized and confidential wealth, investment, insurance, banking, and borrowing solutions for non-US residents and businesses 

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

Accomplishments

Performance Excellence Award
Truist 2019
Performance Excellence Award
Truist 2018
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.