John Griffis

John Griffis, CFP®
Financial Consultant Truist Investment Services, Inc.

100 Sawgrass Corners Dr

1st Floor,

Ponte Vedra Beach, FL 32082-3567

John.griffis@truist.com

Phone 904-285-6992

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About me

Background

John Griffis is a Financial Consultant with Truist Investment Services, Inc. and CERTIFIED FINANCIAL PLANNERTM Professional. He works with high-net worth families and offers clients more than 12 years of financial services, retirement planning, and investment management experience. John began his career with Truist in 2004 and lives in Atlantic Beach with his wife and 2 children. 

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

Education

The Florida State University
2001

Personal Interests

John is an active member of Oceanside Rotary and serves as his club’s liaison for Town Center Rotaract as a mentor to young professionals within the organization. He enjoys spending time outside with his family and playing Golf.

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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Locations

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    • Are Not FDIC or any other Government Agency Insured
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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

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