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Meyada Soufan

Meyada Soufan
Senior Vice President Wealth Advisor Truist Bank

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

Meyada.Soufan@Truist.com

Phone 407-621-6248

Fax 407-628-0194

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About me

Background

Meyada Soufan is a Wealth Advisor for Truist Bank with more than 14 years of experience and a broad, deep set of comprehensive wealth management skills. Meyada and her team focuses on helping to maximize the enjoyment, fulfillment, and meaning in their clients lives by delivering prudent investment management, planning, risk management, and custom credit solutions. 

Meyada’s focus is on recommending strategies with her clients’ needs and goals in mind. Her approach is highly personalized, allowing her to comprehensively evaluate her clients’ objectives and develop a customized plan to meet their specific needs.

Investment Adviser Representative, Truist Advisory Services, Inc., Registered Representative, Truist Investment Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A. Business Finance and Management
University of Western Ontario 2004

Personal Interests

A native of London, Ontario, Meyada has been residing in Orlando since 2011. She is deeply committed to improving her community through her involvement in various philanthropic endeavors. In her free time, she is an avid equestrian and loves to explore new places through traveling and boating. She also cherishes spending quality time with her husband Aaron and daughters, Sofia and Leah. 

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 and/or wealth needs of business owners.

Accomplishments

Platinum Performance Excellence Award*
Truist 2019
*The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue. 

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    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., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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