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

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About Our Process

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Hi, my name is Veronica Montoya and I'm a Medical Wealth Advisor for Truist Wealth. I'm located right in the heart of Orlando, Florida. With the collaboration of a team of experienced professionals, we exclusively work in helping specialized physicians in the central Florida area align their financial and personal goals. I enjoy working with physicians because we share the same value of care, and the more I learn about them, their lives and their goals, the better we can together develop solutions and a plan designed with their goals in mind. Throughout my career, I had the opportunity to help our clients by embracing our purpose and values. Our key to success is to truly listen and care about what's important to our clients. It gives us the opportunity to build an emotional connection and demonstrate the value of a true advisor. My most rewarding moments as an advisor have come from knowing I've made a positive impact in someone's life. Outside of the office, I do traveling and spending time outdoors. Our family enjoys watching soccer games, fishing, camping and road trips. Every client that we work with has a vision. We can't wait to hear yours.

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