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Mary Chaidez

Mary Juliana Chaidez, CFP®
Senior Vice President Legal Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

Juliana.Chaidez@Truist.com

Phone 404-588-7975

Fax 404-815-1253

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About me

Background

Mary Juliana Chaidez is a Legal Wealth Advisor with Truist Bank, offering clients more than 10 years of comprehensive wealth management experience with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. She has earned her CERTIFIED FINANCIAL PLANNER™ designation. 

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

Bachelor of Science- Family Financial Planning
University of Georgia

Personal Interests

Mary serves on the board of Pro Bono Partnership of Atlanta. 

Specialties

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

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