Veronica Montoya

Veronica Montoya, CRPC®
Senior Vice President Medical Wealth Advisor Truist Bank

333 S. Garland Ave

17th Floor,

Orlando, FL 32801

Veronica.Montoya@truist.com

Phone (407) 964-3366

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About me

Background

Veronica Montoya is a Medical Wealth Advisor with Truist Bank and holds her Chartered Retirement Planning Counselor® (CRPC®) designation. She offers clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together knowledgeable teammates in investments, financial planning, credit, and estate strategies.

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

Veronica 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 professionals, 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

Business Administration with Minors in International Business and Spanish
University of Central Florida

Personal Interests

Veronica is a native of Chicago and a graduate of the University of Central Florida.

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

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

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

Locations

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