Melina North

Melina North
Assistant Vice President Wealth Advisor Associate Truist Bank

5350 Town Center Rd

Suite 200,

Boca Raton, FL 33486

melina.north@truist.com

Phone 561-362-3528

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About me

Background

Melina North is a Wealth Advisor Associate with Truist Bank in South Florida. She is part of a partnership with two Senior Wealth Advisors, Samantha Vassallo and Philip Verde, offering solutions and strategies in complex financial planning, investment, lending, tax*, trust, and estate needs. Part of their comprehensive practice involves working closely with next generation education and family governance needs. This partnership offers combined experience of over 50 years in the industry and fosters a customized team-based approach for each client to assess, understand, and better address their personal, family, business, and philanthropic goals. 

Melina puts a high priority on striving for the best experience possible for each client. She enjoys getting to know her clients and their families to gain a deep understanding of the needs and complexities within each family, as well as to help clients feel the utmost comfort with the team. Prior to her role as a Wealth Advisor Associate, Melina graduated from the competitive Truist Wealth Analyst Program in Atlanta, Georgia. She is currently pursuing her Certified Financial Planner designation.


Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BSBA - International Business and Finance
University of South Carolina 2021

Personal Interests

Melina was born and raised in New Jersey, but has resided in South Carolina, Georgia, and now South Florida. As a member of the community, she believes it to be essential to get involved and give back. She is a college mentor for the Eda and Cliff Viner Community Scholars Foundation and a volunteer for Big Dog Ranch Rescue. Melina loves spending time with her rescue dog and fiancé, cheering on the USC Gamecocks and Carolina Hurricanes, and traveling internationally whenever she can.

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

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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