Mei Moy

Mei Moy
Managing Director Senior Wealth Advisor Truist Bank

9600 Collins Ave

2nd Floor,

Bal Harbour, FL 33154

MEI.MOY@TRUIST.COM

Phone 305-351-1949

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About me

Background

Mei Moy is a Managing Director and Senior Wealth Advisor at Truist Wealth, a wealth management platform dedicated to helping affluent families achieve their financial goals and create enduring legacies.  

With 25 years of experience in wealth management, she employs a comprehensive approach, assembling a team of specialists to deliver tailored solutions in investment management, strategic credit, wealth and financial planning, trust administration, insurance (offered through a third-party entity), and more.  

She works with UHNW investors, entrepreneurs, executives, and multi-generational families to help guide and grow their wealth.    

Mei joined Truist Wealth in 2024 after nearly two decades at Citi Private Bank, where she specialized in serving both domestic and cross-border UHNW clients.  She also held roles at UBS Financial Services, Inc. covering private clients and Fortune 500 executives and TD Waterhouse Investor Services, Inc. where she began her career in trading and risk management.  

Mei earned her Bachelor of Science in Finance from the University of Illinois at Chicago and holds FINRA Series 7, 63, and 65 and Florida Life, Health, and Variable Annuities licenses.

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

Finance, B.S.
University of Illinois at Chicago

Personal Interests

Outside of her professional life, Mei enjoys traveling, gastronomy, and visiting her hometown of Chicago.

Specialties

  • 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

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

Locations

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