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John Assad

John Assad
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

2520 Northwinds Pkwy

Suite 425,

Alpharetta, GA 30009-2200

John.Assad@Truist.com

Phone 678-526-6858

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About me

Background

John is a Managing Director with Truist Investment Services, Inc. He offers clients more than 30 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

John holds himself accountable to recommend strategies with the client's needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. John takes the time to talk to and get to know his clients, gaining an understanding of the critical aspects of each client's financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other. He specializes in working with entrepreneurs with small to medium businesses.

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

Education

Business Administration, Marketing
Cal State University, Northridge 1998 2003

Personal Interests

John is a native of Los Angeles, California and is a graduate of Cal State University of Northridge. He spends time with his wife and two children, and when time permits, enjoys enhancing his driving skills on different race tracks around the country. He is also actively engaged in his children’s education and proudly serves on the school board.

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • 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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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