John Schlichting

John P. Schlichting , CFP®, CTFA
Senior Vice President Senior Trust Advisor

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

John.Schlichting@truist.com

Phone 404-588-8896

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About me

Background

John Schlichting is a Senior Trust Advisor and Senior Vice President with GenSpring | Truist Wealth. John joined GenSpring in 2019 and brings over 25 years of experience in working with high net worth families. His experience includes personal trust administration, estate settlement, credit and private banking. Prior to joining GenSpring, he spent over 13 years with SunTrust in Atlanta as a Trust Advisor.

John’s focus as a Senior Trust Advisor is on administering various types of trusts as well as working with clients to assess their immediate and long-term goals for themselves and their families. Supported by a wealth management team of investment, credit, insurance, tax* and other professionals he follows a disciplined process of assessing a client’s financial situation, determining appropriate goals, and forming a comprehensive investment and estate plan.

John is a graduate of both the Cannon Trust School and the ABA National Graduate Trust School. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Trust and Financial Advisor (CTFA) designation. John enjoys spending time with his wife and two children.


*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Education

Bachelor of Science, Finance
Florida State University

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

Locations

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