Mohamad AlHalwani

Mohamad AlHalwani
Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

Hunter's Creek:

13950 S John Young Pkwy,

Orlando, FL 32837-6109

About me

Background

Mohamad Alhalwani is a Director, Financial Advisor with Truist Investment Services, Inc., offering clients more than 12 years of financial services, retirement planning, and investment management experience. He covers many topics, including the amount of money you should save, the types of accounts you need, the kinds of insurance you should have (including long-term care, life insurance, disability, etc.), and estate planning.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Master's Degree in Investment
Arab Academy for Banking and Financial Sciences 2008 2012
Bachelor's Degree in Banking & Finance
Higher Institute of Business Administration 2002 2008

Personal Interests

Mohamad has been married to Farah Alakkad since 2012. They have two daughters, Talya and Jenna, and a boy named Adam.

Specialties

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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