Virgilio Namnum

Virgilio Namnum
International Wealth Investment Advisor

515 E Las Olas Blvd

Fort Lauderdale, FL 33301-2351

About me

Background

Virgilio Namnum is International Wealth & Investment Advisor with Truist, offering clients more than 20 years of comprehensive wealth experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

As a part of International Wealth, he works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful high-net-worth families and businesses outside the U.S. Together with his clients, Virgilio develops holistic financial plans that strive to address clients’ short- and long-term goals.

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

Master in Business Administration
Nova Southeastern University 2010

Personal Interests

Virgilio is a native of Miami, FL, and a graduate of Nova Southeastern University.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Specialized and confidential wealth, investment, insurance, banking, and borrowing solutions for non-US residents and businesses 

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