Jon Wood is a Premier Banker with 17 years of financial services experience and committed to Truist’s purpose of inspiring and building better lives and communities by helping clients, teammates, and stakeholders achieve their goals. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Jon’s daily goal is to put his clients first and build their trust through high-touch attention, in-depth conversations, and technology. He provides personal advice that empowers and guides his clients through their financial journeys.
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
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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