Antonio Fortson

Antonio Cordell Fortson, CRPC®, CEPA
Vice President Wealth Advisor Truist Bank

1246 1st Ave

5th Floor,

Columbus, GA 31901-4298

Antonio.Fortson@Truist.com

Phone 706-649-3686

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About me

Background

Antonio Fortson is a Vice President and Wealth Advisor with Truist Wealth, bringing more than 16 years of experience helping individuals, families, executives, and business owners navigate complex financial decisions and pursue their long-term wealth objectives.

As a trusted advisor, Antonio partners closely with clients to develop comprehensive wealth strategies that align their financial resources with their personal, family, and legacy goals. He leverages extensive capabilities and collaborates with a team of specialists in financial planning, investment management, business transition planning, strategic credit, risk management, and trust and estate planning to deliver customized solutions tailored to each client's unique circumstances.

Antonio's approach is grounded in integrity, thoughtful counsel, and a commitment to understanding what matters most to his clients. By taking a holistic view of wealth, he helps clients make informed decisions through changing market environments, life transitions, and business events.

In addition to his role as a Wealth Advisor, Antonio holds the Certified Exit Planning Advisor (CEPA®) designation, providing specialized insight for business owners preparing for liquidity events, succession planning, and value enhancement strategies. He also holds the Chartered Retirement Planning Counselor™ (CRPC®) designation, reflecting his commitment to helping clients prepare for and navigate retirement with confidence.

Registered Representative of Truist Investment Services, Inc. and an Investment Adviser Representative of Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA - Management
Troy University 2015
Bachelor of Science in Business Administration/Finance
Auburn University 2011

Personal Interests

A native of the Phenix City, Alabama and Columbus, Georgia region, Antonio is deeply committed to serving his community and fostering educational opportunities for future generations.

He serves on the Board of Feeding the Valley Food Bank and is an active member of Alpha Phi Alpha Fraternity, Inc. He also maintains strong ties to his alma maters through his involvement with the Auburn University and Troy University alumni associations.

Outside of serving clients, Antonio enjoys spending time with family and friends, traveling, fishing, and supporting Auburn Athletics.

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 needs of business-owners

Locations

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