Jonathan Westbrook
Premier Advisor
Premier Advisor
6869 Fairview Road
Charlotte, NC 28210
About me
Background
Your finances should create opportunities. At Truist, Premier Banking is dedicated to providing personal advice, an exceptional experience and tailored solutions to empower you on your financial journey. As a Premier Advisor who has been in the financial services industry since 2019, I help my clients take a comprehensive, strategic approach to financial planning, helping to deliver customized holistic product solutions, engage in active relationship management, and provide estate planning and risk management. My daily goal is to put my clients first, delivering trust through technology and touch.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
BS - Security Management
Personal interests
In my free time I spend time with my girlfriend and her 4 dogs, as well as reading, baking and golfing.
Specialties
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