Julio Lacayo Photo

Julio Lacayo Client Advisor

-Hide Locations

7550 Wisconsin Ave,9th Floor

Bethesda, MD 20814



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


Julio A. Lacayo is a Client Advisor with SunTrust Private Wealth Management. He offers clients more than 28 years of banking experience. He works closely with high net worth families, business owners and corporate executives to develop and implement financial strategies that reflect their goals, priorities and aspirations. Julio is a native of Washington, D.C. with an undergraduate degree in Economics from Allegheny College and has a Masters of Business Administration from Georgetown University. He serves on the board of the Greater Washington Hispanic Chamber of Commerce and is a committee member for the Latino Student Fund. Julio enjoys spending time with his family and friends. He is an avid outdoorsman and enjoys being active in sports as well as volunteering his time for his community and working with at risk youth.

Julio's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process that offers a highly personalized approach that is grounded in a strong understanding of his clients' needs. Julio takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

As a Client Advisor, Julio coordinates the efforts of SunTrust's team of specialists and industry experts who work in concert to advance multiple initiatives, including investments, trust and estate planning services, credit services, as well as private banking and philanthropy. More importantly, you establish a relationship with a team who not only can address your comprehensive financial needs but also provides you with a highly attentive service and coordination of resources.

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