Rexsor Gonzalez

Rexsor R. Gonzalez, CRPC®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3005

About me

Background

Rexsor Gonzalez is a Financial Advisor with Truist Investment Services, Inc. He works closely with affluent individuals, families and business owners across the breadth of their complex financial needs to help put a holistic wealth plan in place. Rexsor works with clients to help them navigate both good and uncertain times. He genuinely listens to each person’s unique story and enjoys learning about different cultures through the experiences that his clients share. 

Rexsor understands clients often view money as a tool that allows them to reach their goals. He takes a one-on-one approach to getting to know each individual and what truly matters to them – what they envision for themselves, their families and future generations. Rexsor serves as an experienced sounding board to integrate their needs for trust and estates*, investing, financial planning, and other strategic capabilities. 

*Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences. 

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

Education

Bachelor of Arts
Florida International University 2017
Master of Business Administration
Purdue University 2022

Personal Interests

Rexsor believes strongly in paying it forward and is involved with the Taproot Foundation and its Founders Forward Small Business Mentorship Program. Also, with his wife and two kids they participate in the MD Anderson Boot Walk to End Cancer among other cancer related foundations.  

Specialties

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

  • 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

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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