Monica Filpo

Monica C. Filpo
Medical Wealth Advisor Truist Bank

777 Brickell Ave

9th Floor,

Miami, FL 33131

About me

Background

I’m a Medical Wealth Advisor with Truist Bank, offering clients more than ten years of comprehensive wealth experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

As a part of the Medical Specialty Group, I work with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in his market. Together, we develop holistic financial plans that meets our clients’ short- and long-term goals.

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives. 

I’m currently pursuing my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation.

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

Personal Interests

A native of Livingston, NJ, I earned my B.B.A from the City University of New York's Baruch College and  am the proud mother of an FSU graduate and a UF freshman. I volunteer with several local initiatives, including the United Way of Miami-Dade County and the Little Lighthouse Foundation, and actively participate in several local chambers of commerce.

In my spare time, I enjoy traveling and living an active outdoors lifestyle that includes running, biking, hiking, skiing and snowboarding. Fluent in English, Spanish, and Portuguese, and conversational in German, I’ve previously lived in NJ, New York City, and Switzerland, but now reside in Miami, FL. 

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.

  • 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

  • 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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

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