Pedro Lourenco,
CFA®
Vice President
Financial Advisor
Truist Investment Services, Inc.
Vice President
Financial Advisor
Truist Investment Services, Inc.
1400 Post Oak Blvd
Suite 650,
Houston, TX 77056
About me
Background
As a Financial Advisor, Pedro brings over 10 years of experience in financial services and investment management. He works closely with clients to ensure their financial goals are reflected in customied strategies designed to promote financial well-being and long-term growth.
Pedro and his team follow a disciplined investment process built on diversification and long-term performance, creating portfolios that reflect each client’s values and financial priorities. He advises on investment management, retirement planning, estate strategies, and risk mitigation. Known for their attentive service and ability to deliver holistic solutions, Pedro and his team help clients make relevant and informed decisions at every stage.
With a focus on client well-being, Pedro and the Truist Wealth team tailor strategies that reflect each client’s unique needs, values, and objectives. Their customized investment solutions are built on a disciplined process that leverages diversified investment products to help achieve desired long-term results
He is a graduate of The University of Texas at Austin with a BBA in Finance and holds the Chartered Financial Analyst (CFA®) designation. Additionally, he is an active member of the Silver Spurs Alumni Association.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Bachelor of Business Administration, B.B.A. in Finance
The University of Texas at Austin
2012
Personal Interests
Outside of his professional responsibilities, Pedro values quality time with his family above all else. Together, they enjoy exploring Houston, attending local events, and staying actively involved at St. Martin’s Episcopal Church, where they volunteer and participate in community outreach efforts.
Pedro is also passionate about the outdoors. He enjoys hiking and wilderness backpacking, which offer both physical challenge and time for reflection. When not on the trail, he enjoys golfing and skiing—activities that allow him to stay active and engaged throughout the year.
Whether spending time with family, enjoying nature, or serving his church community, Pedro brings a thoughtful and intentional approach to all areas of life. His personal values of integrity, service, and balance are reflected not only in how he lives, but also in how he advises his clients.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Investment management
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
