Yolanda Perez's Contact Details

Yolanda Perez's Company Details

Truist Wealth

Charlotte, North Carolina, United States • 1500 Employees
Financial Services

Building wealth. Protecting assets. Generating income in retirement. We're here to guide you as you seek a more secure financial future. Turning your unique needs, wants and wishes into a plan you can be confident in takes insight, expertise, and passion. With Truist Wealth, you'll collaborate closely with an advisor to prioritize your goals before translating them into tangible strategies and solutions. No matter where you are on your wealth journey, we'll be right by your side, ready to evolve with you, inspire you with innovative ideas and help you fulfill your greatest potential. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and TIS may only conduct business in states and jurisdictions where registered. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure