Joel Penny,
CFP®
Senior Trust Advisor
Senior Trust Advisor
303 Peachtree St NE
31st Floor,
Atlanta, GA 30308-3200
About me
Background
Joel Penny is a Senior Trust Advisor for the Atlanta market of Truist Wealth. Joel joined Truist in 2023 and brings nearly 20 years of experience in making it easier for high-net-worth families to protect their assets through complex planning solutions. Joel specializes in fiduciary advice, wealth planning, trust administration and family dynamics.Education
Master of Business Administration
Campbell University
2004
Bachelor of Business Administration, Trust Management and Financial Planning
Campbell University
2004
Financial Planning Program
Oglethorpe University
2009
Personal Interests
Joel serves on the board of CBF Foundation and is a former board member of the Atlanta Estate Planning Council. Outside of work and volunteering, Joel enjoys spending time with his wife, three sons and adopted dog, Lulu.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Estate planning
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Recommended Resources
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