John Kushman

John Kushman
Senior Vice President Wealth Advisor Truist Investment Services, Inc.

1777 Main St

7th Floor,

Sarasota, FL 34236

John.kushman@truist.com

Phone 941-225-4269

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About me

Background

As a Wealth Advisor, John is passionate about providing comprehensive wealth management strategies for high and ultra-high net worth individuals, families and business owners tailored to their specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, Wealth Planning and Business & Practice Owner Services. John takes the time to understand his clients’ unique needs, and he directs teams of specialists — often working closely with other client advisors, such as attorneys and accountants —to provide services that help clients work toward their goals while seeking to build and preserve wealth.

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

Pre-Law, B.A.
Bowling Green State University 1995
MBA, Finance
Colorado State University 2011

Personal Interests

John, his wife Stacy and daughters Veda and Raquel live in Venice, FL.  John is very civically and philanthropically active in multiple communities along the Gulf Coast.  John and his family enjoy traveling and hitting the beach whenever they can.  John also enjoys cycling in his free time. 

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

  • 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

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