Ximena Brito

Ximena Brito
Senior Vice President Legal Wealth Advisor Truist Bank

1445 New York Ave NW

Washington, DC 20005-2125

Ximena.Brito@Truist.com

Phone 202-879-6239

Fax 202-393-0908

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About me

Background

Ximena Brito is a Legal Wealth Advisor with Truist Bank offering clients more than 16 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, borrowing, insurance, and estate strategies. 

As part of the legal specialty group, she works with a team of professionals whose sole focus is to bring comprehensive and highly customized personal and business financial solutions to accomplished attorneys and firms in the market.

Ximena holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep knowledge of her team of specialists, but also by her highly attentive service and coordination of resources. She takes the time to talk to each client to learn about and understand the critical aspects of a client’s financial life so that she can assess the interaction and far-reaching impact of their multiple objectives.

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
Catholic University of America

Personal Interests

Ximena is a graduate of Catholic University of America and an active member in the Women’s Bar Association, Hispanic Bar Association, and ALA Capital Chapter. 

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

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