Payton McCrossan

Payton McCrossan
Premier Banker

16710 Northcross Dr.

Huntersville, NC 28078

payton.mccrossan@truist.com

Phone 980-233-9321

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About me

Background

I am a Premier Banker with Truist and offer clients more than 10 years of financial services experience. I love the opportunity to work closely with my Clients and assist in their financial wellbeing, while providing guidance along their financial journey. I accomplish this by having holistic conversations to uncover each Client's unique goals and concerns.  

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Check the background of this investment professional on FINRA's BrokerCheck

Personal interests

When not at work, I enjoy outside activities and events and focusing on physical fitness. I also enjoy time on the golf course and walking my Bernese Mountain dog.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • 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.

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  • May Lose Value

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

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Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

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  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
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