Scott Suarez

Scott D. Suarez
Wealth Advisor Truist Bank

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

Scott.Suarez@Truist.com

Phone 404-720-9261

Fax 404-816-5465

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About me

Background

As a Wealth Advisor at Truist since 2006, Scott Suarez helps clients take a comprehensive and strategic approach to financial planning. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, Scott develops recommendations tailored to his clients’ needs, priorities, and preferences.

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

Education

Bachelor of Arts
Tulane University 1999 2002
MBA
University of Georgia 2008 2010

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Accomplishments

Performance Excellence Award
Truist 2019
The Truist 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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