John Mai

John T. Mai, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

About me

Background


I’m a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Truist Investment Services, Inc., offering clients more than 35 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by my team's years of experience, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

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

Education

Bachelor of Science in Business Administration
New England College of Business and Finance 2016

Personal Interests

I’m a graduate of the New England College of Business and dedicated to community service, having served leadership roles with homeowner’s associations, the Asian American Chamber of Commerce, and my church.

My wife, Holly, and I have two grown children, Colin and Katie, and a dog, Taco. I love to spend time at the beach, binge watch, and play basketball. Additionally, I’m passionate about self-improvement and personal development.

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

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

To
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