Melina North

Melina North
Assistant Vice President Wealth Advisor Associate Truist Bank

1 Town Center Rd

Suite 200,

Boca Raton, FL 33486-1002

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 works within a partnership of 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 2017 2021

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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    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. 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.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

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