Joseph Di Vincenzo,
CFP®
Senior Vice President
Senior Wealth Advisor
Truist Bank
Senior Vice President
Senior Wealth Advisor
Truist Bank
1 East Jefferson St
3rd Floor,
Brooksville, FL 34601-2622
About me
Background
Joseph Di Vincenzo is an experienced CERTIFIED FINANCIAL PLANNERTM Practitioner and Senior Wealth Advisor serving as Senior Vice President with Truist Bank. He works alongside Jim Brennan to assist affluent families and business owners to address their financial and philanthropic goals through
comprehensive planning and industry leading wealth management practices.
Joseph has a passion for improving the lives of families that entrust him to guide their financial world and considers this responsibility as an honor to be handled with great care. His areas of focus include business transition, investment management, risk management, retirement, estate, and philanthropic planning.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Bachelor of Science degree in International Business and a minor in Marketing
University of South Florida
2010
Personal Interests
Joseph resides in Wesley Chapel, FL with his wife and 2 children. He enjoys traveling, running/cycling, and most anything with his family outdoors. He is a member of the Think Big for Kids Appreciation Committee and volunteers at Metropolitan Ministries and Habitat for Humanity. Joseph has a deep passion for improving opportunities for under privileged children and making a real and positive impact to his beloved Tampa Bay community. He earned a Bachelor of Science in International Business from the University of South Florida and earned his CFP® Certification at Dalton College of Business at NYU.
Specialties
Financial planning
Banking
Risk management
Estate planning
Philanthropy
Fiduciary
Business management and planning
Locations
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Map
1 East Jefferson St,
3rd Floor, Brooksville, FL 34601-2622
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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