Gregory Viejo

Gregory M. Viejo, CFA®
Wealth Advisor Truist Bank

201 Alhambra Cir

Suite 1402,

Coral Gables, FL 33134-5103

gregory.viejo@truist.com

Phone 305-789-7307

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About me

Background

Gregory Viejo is a Wealth Advisor for Truist Wealth. Greg works with clients to understand their needs, and coordinates a team of specialists to provide wealth management services, including banking, credit, investment management, and trust and estate services.

Greg has been in the financial services industry for more than 25 years.  

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 Degree
Florida International University 1991
M.B.A.
University of Miami 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

  • 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

Locations

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