John Sherman

John E. Sherman, CFP®
Wealth Advisor Truist Bank

214 N Tryon St

Charlotte, NC 28202-0026

About me

Background

I’m a Wealth Advisor with Truist Wealth, serving as a relationship manager and advocate for affluent clients and their families. I am further supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address my clients’ specific banking, strategic credit, insurance, and trust and estate planning needs and help them create, grow, and preserve their wealth.

I believe one of the best ways to help establish my clients’ economic success and financial security is by developing well-constructed, customized, and comprehensive financial plan that serves as a roadmap that can potentially improve their ability to achieve their long-term financial goals.

As a trusted advisor for over 30 years, I value the confidence my clients have in me, and strive each and every day to exceed their expectations by delivering service that is reliable, responsive, empathetic, and competent.

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.S. in Marketing - The Farmer School of Business
Miami (OH) University 1984 1988

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.

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}