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Antonio Fortson

Antonio Cordell Fortson
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, offering clients more than 14 years comprehensive experience in financial services and wealth management. He works with a team of specialists in financial planning, business transition planning, strategic credit, risk management, investments, and trust/estate planning. This team base approach helps Antonio to develop financial strategies and solutions to address the clients current and long term goals.

Integrity and Competence are two core beliefs when Antonio recommends strategies to clients. These strategies are supported by the experience of the team, who take time to understand the key aspects of a client’s financial picture.  

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

Personal Interests

Antonio is a native of Phenix City, Al/Columbus, GA and a graduate of Auburn University (War Eagle) and Troy University (Go Trojans). He enjoys spending time with his family & friends, traveling, fishing, and watching Auburn sports. Antonio serves as a board member of the Alpha Upsilon Lambda Educational Foundation. He is also an active member of the Alpha Phi Alpha Fraternity Inc., 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.

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