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Marcelo Andres Gomez, CFP®
Managing Director Financial Advisor Truist Investment Services, Inc.

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3002

marcelo.andres@truist.com

Phone 713-821-6151

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About me

Background

Marcelo Andres is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than nine years of financial services, retirement planning, investment, and risk management experience for medium to high-net-worth individuals, business owners, and their families. He leads his practice with a passion for customer service, strong integrity, and commitment to help deliver financial confidence for clients and their families, business interests and legacy. 

Recognizing that each client has individual needs, Marcelo dedicates himself to understanding and appreciating each client’s situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices, and implement strategies that assist them in attaining their personal plans. 

Marcelo’s top priority are his client’s financial goals, but customer service is his passion. 

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

Education

Bachelor of Business Administration
The University of Texas at San Antonio 2011 2013
Bachelor of Business Administration
The University of Texas Permian Basin 2008 2010

Specialties

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

  • 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.

  • 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

  • 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.

  • 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

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