Merrill
47yrs
Top 1% by experience in Naples
4yrs
Sumera Yousaf
Financial advisor at Truist Advisory Services
Sumera Yousaf is a fiduciary financial advisor in Naples, Florida, with 4 years in the industry. Sumera joined Truist Advisory Services in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. Truist Advisory Services reports being paid through a percentage of assets and flat fees.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office801 Laurel Oak Dr Floor 2, Naples, FL 34108
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowTruist Advisory Services, Inc.Current firm
Contact Sumera
801 Laurel Oak Dr Floor 2Naples, FL 34108Office · Get directions Firm main line(800) 874-4770Headquarters: Truist Advisory Services · Atlanta, GA Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Sumera
Tailored to Sumera’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sumera
How do I contact Sumera?
Call Truist Advisory Services at (800) 874-4770 and ask for Sumera Yousaf. Sumera works from the Naples, FL office.
How long has Sumera been a financial advisor?
Sumera has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Sumera hold?
Series 66. Tap any license on this page to see what it allows.
Is Sumera a fiduciary?
Sumera is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sumera paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sumera for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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