John Griffis

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

100 Sawgrass Corners Dr

Ponte Vedra Beach, FL 32082

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 14 years of financial services, retirement planning, and investment management experience. John applies investment strategies, financial planning, portfolio management and his experience to help clients reach their financial objectives. John began his 20 year 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. John is a parishioner at St. Paul’s Jacksonville Beach, where his wife teaches 5th grade and children attend school. 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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