H. James Johnson

H. James Johnson, III CFP®, AIF®
Vice President Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

h.james.johnson@truist.com

Phone 404-813-8261

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About me

Background

James Johnson is a Wealth Advisor with Truist Bank. He offers clients more than 10 years of financial services, cash-flow and retirement planning, and investment management experience. He is solution-oriented with a passion for helping founders, business executives, families and individuals address their financial goals.

Prior to joining Truist, James worked with The Optimal Service Group of Wells Fargo Advisors in eastern Virginia where he was a Senior Institutional Consultant. He assisted family offices, individuals, non-profit entities and insurance companies in addressing their goals through administering comprehensive planning, investment portfolio construction, fiduciary education and global asset allocation. 

James is an Accredited Investment Fiduciary, issued by the Center for Fiduciary Studies.

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

B.A. Economics
William & Mary 2013
MBA
Raymond A. Mason School of Business at William & Mary 2018

Personal Interests

James is a Georgia native, with his roots in the east side of Atlanta. He attended William & Mary for both his undergraduate (Economics) and graduate (Master of Business Administration) studies, where he also was a four-year starter on the football team. 

James resides in Atlanta and serves as a board member for the Arts Association of Newton County. He is also a member of Alpha Phi Alpha Fraternity, Inc., an organization focused on community service, scholarship and mentorship.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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.

Locations

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