Philip Verde

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

515 E Las Olas Blvd

4th Floor,

Fort Lauderdale, FL 33301-2351

About me

Background

Philip Verde is a Senior Wealth Advisor with Truist Bank, offering high net worth client more that 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies.

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

Philip earned his CERTIFIED FINANCIAL PLANNER™ designation  and Certified Trust and Financial Advisor (CTFA) designation and is a graduate of the Florida Trust School.

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

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

Personal Interests

A native of Cape Coral, FL., Philip has resided in Fort Lauderdale for the past 25 years. He is very involved in the local community, serving 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 and/or wealth needs of business owners.

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