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Rexsor Gonzalez

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

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3005

Rexsor.gonzalez@truist.com

Phone 713-425-0313

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About me

Background

Rexsor Gonzalez is a Financial Advisor with Truist Investment Services, Inc. He was previously with J.P Morgan Private Bank and offers clients more than 8 years of financial services, retirement planning, and investment management experience. Rexsor has earned the Chartered Retirement Planning Counselor designation. He works closely with affluent individuals, families, and business owners across the breadth of their complex financial needs to put holistic wealth plans into place. His focus in on providing clients with the financial well-being that comes from knowing one is positioned to navigate both the good and the uncertain times.

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

Specialties

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

  • 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.

  • 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

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