Juan Ayala

Juan F. Ayala, CFP®, CEPA
Vice President Wealth Private Banking Advisor Truist Bank

1777 Main St

7th Floor,

Sarasota, FL 34236

juan.f.ayala@truist.com

Phone 941-951-3334

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About me

Background

Juan Fabian Ayala is a Wealth Private Banking Advisor with Truist Wealth. He offers clients more than 20 years of banking and lending experience, with a focus on estate & financial planning. He does this with an in-depth assessment of a client’s full financial picture to understand clear goals and priorities of those clients. This allows him to help fit client's needs while helping to minimize risk. The ongoing management allows Juan to address those goals for those clients, their families and businesses.

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

Associates of Arts in Business Administration
Keiser University 1999 2004
Bachelor of Arts in Business Administration
Keiser University 2004 2007
Master of Science in Management
Bellevue University 2015 2017
Certificate in Financial Planning
Florida State University 2021 2022

Personal Interests

Juan is married and has three children (18, 17 and 5 years old) with all of them being Florida born and raised. Juan and his wife, Kimberly, enjoy watching (Manchester United, Tampa Bay Rays, Tampa Bay Buccaneers) and playing sports (golf, soccer, pickleball) as a family. He is an avid Disney fan and enjoys exploring parts of the world he has never been to before. Half of this reason is to grow his knowledge base and grow as a person. Juan enjoys learning and adding to his education wherever possible. He takes that knowledge and puts it to use for his own family as well as those of his clients. 

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

  • 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

Locations

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