Meyada Soufan

Meyada Soufan
Senior Vice President Wealth Advisor Truist Bank

400 S Park Ave

2nd Floor,

Winter Park, FL 32789-4307

Meyada.Soufan@Truist.com

Phone 407-621-6248

Fax 407-628-0194

Get directions

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About me

Background

Meyada Soufan is a Senior Vice President and Wealth Advisor at Truist Bank, bringing over two decades of experience in comprehensive wealth management. She provides thoughtful, client‑focused guidance across investment management, financial planning, risk management, and customized credit solutions. 

Meyada and her team focus on helping clients navigate complexity and make informed financial decisions aligned with their long‑term goals, values, and priorities. Her approach is highly personalized, beginning with a deep understanding of each client’s objectives and circumstances and resulting in tailored strategies designed to address both current and future needs. 

She is committed to delivering prudent, disciplined guidance and works closely with clients to recommend strategies that reflect their individual goals, risk tolerance, and evolving life situations. 

Meyada is an Investment Adviser Representative with Truist Advisory Services, Inc. and a Registered Representative with Truist Investment Services, Inc.

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

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

Personal Interests

A native of London, Ontario, Meyada has resided in Orlando since 2011. She is actively engaged in her community and supports various philanthropic initiatives. Outside of work, she enjoys equestrian pursuits, traveling, boating, and spending 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 needs of business-owners

Locations

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