Cynthia Green

Cynthia A. Green
Senior Vice President Wealth Advisor Truist Bank

8226 North Wickham Rd

2nd Floor,

Melbourne, FL 32940-7991

Cynthia.Green@Truist.com

Phone 321-426-9660

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About me

Background

Cynthia is a Wealth Advisor with over 25 years of comprehensive wealth management experience.  She enjoys working with clients to understand their family dynamics. While leveraging the experience of the Truist Wealth Team, Cynthia assists her clients with all aspects of their financial well-being. She works with high-net worth families by guiding them through financial planning, investment management, insurance strategies, specialized lending and estate planning process to help them establish customized solutions to help them achieve their goals. 

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

Public Relations, Bachelor’s of Science
University of Florida 1994

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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