John Borth

John Borth
Financial Advisor Private Client Group Truist Investment Services, Inc.

120 E Baltimore St

23rd Floor,

Baltimore, MD 21202-1605

About me

Background

I am a Senior Vice President and Financial Advisor with Truist Investment Services, Inc., and offer clients more than 29 years of financial services experience.

Investment Adviser Representative, Truist Advisory Services, Inc. 

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

Education

B.A. in Economics and Managerial Economics
University of Maryland 1982 1986

Personal Interests

A Baltimore native, I earned my B.A. in economics and managerial economics from the University of Maryland. I served as a captain in the United States Marine Corps during Operation Desert Storm. I am married, with two adult children, and serve as president of the board of directors at Concordia Preparatory School and actively volunteer with the Veterans of Foreign War. 

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

To
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