Charlie Vilar

Charlie A. Vilar
Senior Vice President Regional Director Truist Bank

201 Alhambra Circle

Suite 1401,

Coral Gables, FL 33134

Charles.vilar@truist.com

Phone 305-523-1615

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About me

Background

Charlie A Vilar is a Regional Director at Truist International Wealth. With over 25 years in the South Florida community, he has been offering clients comprehensive wealth management services. His experience includes Cross-boarding and retirement planning and investment management, both internationally and domestically. 

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

Bachelor’s - Finance
Florida International University
MBA
Nova Southeastern University, Huizenga College of Business and Entrepreneurship

Personal Interests

Since 2008 Charlie has served as a member on the board of directors for the Guardianship Program of Miami Dade County and is a member of the Estate Planning Council of Greater Miami and FIBA.

Specialties

  • 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.

  • 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 needs of business-owners

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

Locations

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