Marcello Zaffaroni

Marcello Zaffaroni
Managing Director 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

Marcello Zaffaroni is a senior international wealth advisor at Truist Bank, boasting over 22 years of experience in wealth management. He employs a collaborative team approach that integrates specialists across various areas, including investments, financial planning, credit, insurance, and estate strategies.

In his role within the international wealth management division, Marcello and his team collaborate with market specialists dedicated to delivering customized financial solutions for high-net-worth families and businesses worldwide. Together, they develop holistic and comprehensive financial plans tailored to each client’s unique aspirations.

Marcello prioritizes accountability by recommending strategies that resonate with his clients’ unique needs and goals. His recommendations are bolstered by the extensive experience of his team, as well as his commitment to attentive service and seamless coordination of all Truist resources. He takes the time to engage with clients, understanding the critical aspects of their financial lives to effectively assess and address the interplay of 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, Marcello earned a B.S. in finance from Florida International University in 2002. He and his wife, Maria, live in Weston, Florida, with their four children. He is an active participant in local fundraising initiatives with a special affinity to the annual Dolphin Cancer Challenge, a two-day cycling event aimed at raising funds for innovative cancer research at Sylvester Comprehensive Cancer Center. 

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 needs of business-owners

Accomplishments

Performance Excellence Award*
Truist 2019
*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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