Marina Nice

Marina C. Nice, CPWA®
Wealth Advisor Truist Bank

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

About me

Background

Marina is a Senior Wealth Advisor with Truist Bank, bringing clients more than 20 years of experience and a broad, deep set of skills in wealth management. Together with her team of specialists, Marina focuses on Reserve clients with at least $5 million in assets under management. She holds her Certified Private Wealth Advisor® (CPWA®) designation, remains an active member of the Florida Bar, and has been involved with the Real Property, Probate and Trust Law Section of the Florida Bar for many years.

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

JD
Duke Law School
BA, Summa Cum Laude
Rollins College

Personal Interests

A graduate of Rollins College and Duke University School of Law, Marina is passionate about community involvement and philanthropy. She has served on several boards, including Lighthouse Central Florida and the Winter Park Public Library, currently serves as treasurer of The Martin Andersen-Gracia Andersen Foundation, and has taught at the Edyth Bush Institute’s programs at Rollins College. 

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

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

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