Coralgables, FL Office

Arnaldo Calderon is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 licenses and has 15 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager relationships supported by AI-enabled research and supervisory oversight.

Alexander Aguilera is a financial advisor at Truist Advisory Services with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Morgan Stanley and E*Trade Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by AI-enabled equity research and inter-affiliate integration.

Julio Almeyda is a CFP® professional with 26 years of experience in the financial industry. He has been with Truist Advisory Services, including its predecessor SunTrust Advisory Services, since 2011. Outside of his advisory role, Almeyda is a co-owner and investor in several food and beverage franchises, including Crema Gourmet Espresso Bar and a pizza restaurant concept in Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Marylin Gonzalez is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Truist and SunTrust affiliates since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integration.

Manuel Fernandez is a financial advisor at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2003, as well as a brief tenure at Morgan Stanley Dw Inc. in 2001-2002. Outside of his advisory role, he plays drums for a band performing live in Miami. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools for research, supporting a comprehensive manager selection and oversight process.

Belkys Mejia is a financial advisor with Truist Advisory Services in Coral Gables, FL, holding a Series 66 designation and 17 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2018, with prior experience at Principal Securities Inc and Principal Life Insurance Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Javier Martinez Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research, to deliver asset allocation, fiduciary support, and manager selection services.

Stuart Berry is a CFP® with 30 years of industry experience, currently serving at Truist Advisory Services. He has been associated with Truist Investment Services since 1995. Berry serves as a director of the Harold & Muriel Berkman Charitable Foundation, which focuses on supporting higher education and business leadership development in the United States. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management with integrated inter-affiliate platforms.

Yulien Brenlla is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Truist and its affiliated entities since 2016, with prior roles at Credit Suisse Securities and HSBC Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Yolanda Perez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at JP Morgan Chase from 2006 to 2022 before joining Truist in 2022. Outside of her advisory role, Perez serves as a board member of the Broward College Foundation, a regional director for the Hedge Fund Association in Latin America, and holds a director and chair position with the Miami-Dubai Chamber of Commerce. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by a team that integrates traditional and AI-enabled research.

Luis Arango is a financial advisor with Truist Advisory Services holding a Series 66 designation and over 22 years of industry experience. He has been with Truist Advisory Services and related entities since 2015. Outside of his advisory role, Arango is involved in education and nonprofit work, including ownership in a school for children with special needs and a board position with Junior Achievement of Miami. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to implement and oversee its investment programs.

Stephen Berrocal is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has worked at SunTrust Advisory Services since 2013 and SunTrust Investment Services since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

James Heilman is a CFP® professional with 28 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services, Inc. since 1998. He holds Series 63 and Series 65 licenses and is based in Coral Gables, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to implement its investment strategies.

Gregory Viejo is a CFA® charterholder and holds a Series 66 license with 26 years of experience in the financial services industry. He is currently with Truist Advisory Services and has previously worked at Comerica Securities, Wells Fargo, and Citigroup. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by advanced research tools and inter-affiliate integration, to manage client assets and provide fiduciary support.

Carlos Bigott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Credit Suisse Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.