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Yulien Brenlla

Yulien Brenlla
Senior Vice President Wealth Advisor Truist Bank

777 Brickell Ave

9th Floor,

Miami, FL 33131-2803

Yulien.Brenlla@Truist.com

Phone 305-442-3234

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About me

Background

Yulien Brenlla is a Senior Vice President and Wealth Advisor with Truist Bank. She offers 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.

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

Prior to joining Truist, she 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. 

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, Yulien resides in South Miami with her 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

Locations

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