Antonio Fortson

Antonio Cordell Fortson Sr.
Vice President Wealth Advisor Truist Bank

445 Dexter Ave

8th Floor,

Montgomery, AL 36104-3742

About me

Background

Antonio Fortson is a Wealth Advisor with Truist Bank, with over 12 years of experience in financial services, retirement planning, and investment management experience. He helps his clients take a comprehensive and strategic approach to financial planning, even in the early stages of asset accumulation.

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

Education

MBA with a concentration in Management
Troy University 2015
Bachelor of Science in Business Administration/Finance
Auburn University 2011

Personal Interests

Antonio serves on the foundation committee of the Alpha Upilson Lambda Educational Foundation and is an active member of Alpha Phi Alpha Fraternity Inc., Emerge Professionals Montgomery, and the Auburn University and Troy University alumni associations.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}