Yulien Brenlla

Yulien Brenlla
Wealth Advisor Truist Bank

201 Alhambra Cir

Suite 1403,

Coral Gables, FL 33134-5102

About me

Background

I am a Senior Vice President with Truist Bank and Wealth Advisor with Truist Wealth. I offer clients more than 22 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies.

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep knowledge of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

Prior to joining Truist’s predecessor firm, SunTrust Wealth Management, I spent five years as a private banker with J.P. Morgan Private Bank in Miami, as well as time with Credit Suisse, HSBC Private Bank, and Bank of New York Mellon Wealth Management in Philadelphia, PA. 

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

Bachelors in Finance and Management
Florida International University 1999

Personal Interests

A native of Miami, I reside in South Miami with my husband, Chris, and son, Max. 

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

  • 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

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