Mohamad Alhalwani

Mohamad Alhalwani
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

13950 John Young Pkwy

Orlando, FL 32837-6109

Mohamad.AlHalwani@Truist.com

Phone 407-964-3344

Get directions

See all locations

About me

Background

Mohamad Alhalwani is a Senior Managing Director and Financial Advisor with Truist Investment Services, Inc., bringing more than 20 years of experience in financial services, retirement planning, and investment management. Throughout his career, he has been dedicated to helping individuals, families, and business owners build comprehensive financial strategies tailored to their long-term goals and evolving needs.

Mohamad specializes in a wide range of financial planning topics, including retirement income strategies, investment management, savings solutions, account structures, insurance planning, and estate planning. His expertise also extends to life insurance, long-term care planning, disability insurance, and wealth preservation strategies designed to help clients protect and grow their assets across generations.

In addition to his role as a Financial Advisor, Mohamad serves as an Investment Adviser Representative with Truist Advisory Services, Inc.. He is committed to providing personalized guidance, building long-term relationships, and delivering thoughtful financial solutions based on each client’s unique circumstances and objectives.

Mohamad earned a Master’s Degree in Investment from the Arab Academy for Banking and Financial Sciences and a Bachelor’s Degree in Banking & Finance from the Higher Institute of Business Administration.

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

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 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

Locations

Loading location info...

Location data unavailable at this time. We apologize for the inconvenience.

{5}

{0}

{1}

{2} miles

Office hours

{6}

Phone {3}

Fax {4}

Recommended Resources

Market Pulse Market Pulse – September 21, 2026

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week highlight what we're watching and important news ahead.
09/21/2026
Article
09/21/2026
Market Pulse – September 21, 2026

Market Pulse Market Pulse – September 21, 2026

Market views heading into the week highlight what we're watching and important news ahead.
09/21/2026
Article
09/21/2026
Market Pulse – September 21, 2026

Economic Data Tracker Higher fuel prices complicate an otherwise resilient economy

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of September 18, 2026.
09/18/2026
Article
09/18/2026
Economic Data Tracker – Week 38 | Truist Wealth

Economic Data Tracker Higher fuel prices complicate an otherwise resilient economy

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
09/18/2026
Article
09/18/2026
Economic Data Tracker – Week 38 | Truist Wealth

Market Perspective Market reset creates opportunity

View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.

Market Perspective
09/17/2026
Article
09/17/2026
Market Perspective – September 17, 2026 | Truist Wealth

Market Perspective Market reset creates opportunity

View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.
09/17/2026
Article
09/17/2026
Market Perspective – September 17, 2026 | Truist Wealth
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    Component ID : "accordionGridLayout-1288434688"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

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

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    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.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2026, Truist. All Rights Reserved.