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Salvatore Di Benedetto

Salvatore Di Benedetto
Vice President Wealth Advisor Truist Bank

801 Laurel Oak Dr

Naples, FL 34108-2180

Sal.dibenedetto@truist.com

Phone 239-598-0319

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About me

Background

Salvatore (Sal) Di Benedetto joined Truist as a Wealth Advisor in 2022. Prior to that, he started SD Legacy Partners, a business development firm representing a South Dakota/Tennessee Trust firm in Florida, primarily doing business in Naples Fl. Additionally, he has gained valuable experience working for some of the largest banks in the country, such as Merrill, Morgan Stanley and JP Morgan Chase

Sal is thankful for the privilege of serving his clients for more than 20 years helping them navigate the complex market. He establishes an understanding of the wealth management processes and works to simplify them so they work more collaboratively with partners and clients. Sal maintains a collaborative office environment and consistently speaking with other trusted professionals, such as attorneys and accountants.

Sal brings a high touch, boutique wealth management and trust experience along with leveraging the vast resources and partners within Truist. Sal provides a comprehensive range of services such as: investment portfolio management, trust administration, insurance, lending and most importantly planning. Sal partners with the many professionals at Truist to help meet the client's needs, including tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations. He offers Specialized Services for mission oriented families with philanthropic intentions and the charitable organizations that they support.

Sal holds his FINRA series 7, 63 and 65 securities registrations as well as his insurance Life, Health and Annuities License.

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

BS - Finance
The College of Staten Island, NY 1997 2001

Personal Interests

Sal is a resident of Naples, FL after moving there several years ago from New York City and is involved in the community. In his free time, Sal enjoys the outdoors, sports, exercise, and spending quality time with family, especially his three children.

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

  • 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

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