John Hoffman is a Premier Banker with 22 years of financial services experience, the past eight with Truist. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering personalized, customized solutions and providing active relationship and risk management. He works with his clients and their families to understand their current and future resources, and what it will take for them to reach their goals—whether it’s sending children to college or being comfortable in retirement or after a health event. The process consists of developing a roadmap that can evolve with his clients’ lives—encouraging them to see planning as a marathon, not a sprint. John and his specialized team serve as their guides and advocates, helping them to prioritize, execute, and have the confidence to cross their personal finish lines and live life to its best.
John earned a bachelor’s in finance from the University of Maryland at College Park, where he played collegiate tennis.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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