Jose Mendez, CTFA, Client Advisor

SunTrust Bank, Registered Representative of SunTrust Investment Services, Inc.

Jose Mendez Photo

Jose Mendez, CTFA, Client Advisor

SunTrust Bank, Registered Representative of SunTrust Investment Services, Inc.

-Hide Locations

9600 COLLINS AVENUE

BAL HARBOUR, FL 33154

Check the background of this investment professional on FINRA's BrokerCheck

About

Jose Mendez is a First Vice President and Client Advisor with SunTrust Private Wealth Management. As an advisor with over 20 years of experience, Jose assists high net worth individuals and families in achieving their immediate and future goals.

Supported by a team of specialists, Jose delivers the SunTrust Wealth Management platform which includes specialists in private banking, investment management, personal trusts, wealth advisory, insurance services, financial planning, estate strategies, credit and mortgage. He also consults on risk management, retirement planning and other critical financial strategies.

Jose has earned the professional designation of Certified Trust & Financial Advisor (CTFA). He earned a Bachelor of Business Administration degree at Florida International University, as well as a Master's degree of Accounting and Financial Management from Keller Graduate School of Management.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

Continue Reading