Meyada Soufan

Meyada Soufan
Wealth Advisor Truist Bank

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

About me

Background

I’m a Wealth Advisor with Truist Wealth, offering clients more than 14 years of comprehensive wealth management experience, with a team approach that brings together professionals in investments planning, retirement and financial planning, banking, risk management, and estate planning. 

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

I’m a native of London, Ontario, and have lived in Orlando since 2011. I’m an avid equestrian, enjoy traveling, boating, and spending time with my husband, Aaron, and daughter, Sofia, when I’m not working.

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
2018
Platinum Performance Excellence Award
2019
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    The Truist Gold 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.