Philip Verde

Philip M. Verde, CFP®, CTFA
Managing Director Senior Wealth Advisor Truist Bank

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2351

Philip.Verde@Truist.com

Phone 954-765-7372

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About me

Background

As a Senior Wealth Advisor with Truist Bank, Philip Verde leverages over 20 years of wealth management experience in his work with highly successful individuals and families. His proactive, team-centric approach integrates specialists in investments, financial planning, credit and estate strategies to guide entrepreneurs and other business owners through every stage of the business lifecycle. 

Philip brings an approach of guiding clients through the complex financial and personal aspects not only of business ownership, but also of managing multi-generational wealth and stewarding family capital. He takes the time to talk to, learn about, and understand the critical aspects of a client’s life so that he can assess the interaction and far-reaching impact of their multiple objectives.

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

Education

Bachelor of Science, Finance
University of Florida
MBA (specializing in Financial Planning)
Florida Atlantic University

Personal Interests

Philip is a native of Cape Coral, FL. Like his clients, he is passionate about serving the community. A Fort Lauderdale resident for more than 25 years, he gives back through service on the Board for the Museum of Discovery and Science, Canine-Assisted Therapy, and the Broward County Film Society.

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.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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

Accomplishments

Top 250 Wealth Advisors*
Forbes 2023
* Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date. 

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