Victor Rivera

Victor L. Rivera, CRPC®
Wealth Advisor Truist Bank

333 S Garland Ave

Orlando, FL 32801-3321

About me

Background

Victor Rivera is as a Wealth Advisor with the Legal Specialty Group, focusing on serving the needs of law firms and individual attorneys in the Orlando market. He adds value to the legal community with his industry experience and the support of Truist’s dedicated full service Legal Specialty Group. Victor builds strong relationships and leverages a spirit of collaboration to provide the best possible solutions on behalf of his clients.

Victor served with Truist’s predecessor firm, SunTrust Investment Services, Inc., as a Financial Consultant and worked with clients in institutional wealth, which provided him with significant knowledge of employee benefit plan structure and administration. He currently holds the Chartered Retirement Planning Counselor™ (CRPC™)  designation awarded by the College of Financial Planning.

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

Education

Bachelor of Arts in English
Saint Peter's University 1998

Personal Interests

In addition to Victor's long financial services career, he's a proud military veteran and recently retired from 20 years of service with the U.S. Navy (Reserve). Born in Brooklyn, NY, he moved to Florida in 2000 after graduating from Saint Peter’s University in Jersey City, NJ. Victor and his wife are busy raising three girls, ranging in age from 10 to 13.

As a military veteran, Victor remains deeply involved with organizations and efforts that support military personnel and their families, including his annual participation in the Navy League Wounded Warfighter 5K and the Ruck Sack 5K. He's a member of the Truist SERVE military veteran teammate internal network and a current member of the Florida National Cryptologic Veterans Association. He currently serves in the U.S. Coast Guard Auxiliary (a volunteer organization that provides support to the U.S. Coast Guard and to the boating public at large).

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

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