Cynthia Green

Cynthia A. Green
Senior Vice President Wealth Advisor Truist Bank

8226 North Wickham Rd

Suite 200,

Melbourne, FL 32940-7991

Cynthia.Green@Truist.com

Phone 321-426-9660

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About me

Background

Cynthia Green is a Wealth Advisor with Truist Bank, offering clients more than 25 years of financial services, retirement planning, and investment management experience.

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 of Science, Public Relations
University of Florida 1994

Personal Interests

Cynthia is currently a board member of Friends of Sally's House. She is a former Commissioner for the Brevard County Housing Authority and former board member of Brevard Cultural Alliance. 

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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