Ozzie Cuevas

Ozzie Cuevas, CRPC®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

26627 US Highway 19 N

Clearwater, FL 33761-4510

Ozzie.Cuevas@Truist.com

Phone 813-224-2017

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About me

Background

Ozzie Cuevas is a Financial Advisor with Truist Investment Services, Inc., offering clients and business owners more than 21 years of financial services investment experience.

Ozzie advises clients on developing and implementing investment strategies to help them address their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies, while committing to put his clients’ needs and interests first.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Corporate Communication
Baruch College, City University of New York 1986

Personal Interests

In his spare time, Ozzie enjoys traveling, participating in outdoor sports, and spending family time with his wife, Lillian, and son, Justin.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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.

  • 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

  • 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

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