John Mat Mize

John Mat Mize, CRPC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

1246 1st Ave

5th Floor,

Columbus, GA 31901-4298

About me

Background

John (Mat) Mize a Financial Advisor with Truist Investment Services, Inc., offering more than 23 years of financial services, retirement planning, and investment management experience. He is a Chartered Retirement Planning Counselor™ (CRPC®) professional and holds his Series 7, 63, & 65 securities registrations, as well as Georgia and Alabama life, health and variable products insurance licenses.

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

Education

Finance
Auburn University 1986 1990

Personal Interests

Mat is an active member in the local community, serving on the board of directors of the local YMCA and the American Cancer Society. He enjoys spending his spare time with his  wife, Tracey, and two daughters. His hobbies include playing golf, fishing, and other outdoor activities.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

To
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