Pedro Lourenco

Pedro Lourenco, CFA®
Vice President Financial Advisor Truist Investment Services, Inc.

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056

pedro.lourenco@truist.com

Phone 713-265-6816

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About me

Background

As a Financial Advisor, Pedro offers over 10 years of experience in financial services and investment management. His mission is to work collaboratively with clients to align their investment accounts and financial plans with their personal goals and long-term aspirations, helping to preserve wealth and build a lasting legacy.

Pedro and his team follow a disciplined investment process built on diversification and long-term performance, creating tailored portfolios that reflect each client’s values and financial priorities. He advises on investment management, retirement planning, estate strategies, and risk mitigation. 

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

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

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

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