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Samia Rizk

Samia Rizk
Vice President Medical Wealth Advisor Truist Bank

801 Laurel Oak Dr

2nd Floor,

Naples, FL 34108-2180

Samia.Rizk@truist.com

Phone 239-598-0598

Fax 239-513-1064

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About me

Background

Samia Rizk is a Medical Wealth Advisor with Truist Bank, offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

As part of the medical specialty group, Samia works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in the market. Together, they develop a holistic financial plan that helps address her clients’ short- and long-term goals.

She holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep experience of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to a client, learn about them, and understand the critical aspects of their financial life so she 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

B.S. Business Administration
American University of Science and Technology

Personal Interests

A native of Lebanon, Samia is a graduate of the American University of Science and Technology with a B.S. in business administration. She’s actively involved with the Naples Chamber of Commerce and Junior Achievement of SWFL.

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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Accomplishments

Platinum Performance Excellence Award
Truist 2019
*The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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    The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

     

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