Sunil Menezes

Sunil I Menezes
Assistant Vice President Wealth Private Banking Advisor Truist Bank

401 E. Jackson Street,

19th Floor,

Tampa, FL 33549

About me

Background

As a Wealth Private Banking Advisor, I am passionate about helping my clients achieve their financial goals and am dedicated to being a strong advocate for their own aspirations. I believe in building lasting relationships, in both personal and professional practice. I aim to provide personalized, attentive service to each client, assuring their financial needs and interests are met with care and precision. My goal is to cultivate trust and long-term partnerships, offering the same level of commitment to my clients as I do outside of work. I look forward to helping my clients succeed by guiding them towards their financial objectives with integrity. With a wealth of knowledge from both a master’s and bachelor’s degree in finance from Florida State University, prior experience as a Client Service Associate, and an appreciation for the Greater Tampa Bay area as a resident for over 20 years, I hope to apply these skills and attributes into the lives of my clients to help increase client's financial well-being.

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

Finance
M.S., Florida State University 2024
Finance & Real Estate
B.S., Florida State University 2023

Personal Interests

Premier League Soccer, Mixed Martial Arts, Sports, Travel, Cooking

Locations

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