John  Tulloss

John W. Tulloss, III CFP®
Wealth Advisor Truist Bank

514 Greenville Blvd

Greenville, NC 27858-6735

About me

Background

I joined BB&T, now Truist, in 2012 and am a Wealth Advisor with Truist Bank, offering clients more than 32 years of financial services and retirement planning experience. Over the course of my career, I have had the opportunity to work in various segments of the financial services industry, including insurance, retail, commercial and corporate banking, and wealth management. I have seen both fantastic successes and unfortunate failures in my personal and professional lives, and continue to apply all of those experiences to help my clients. 

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

BSBA
University of North Carolina at Chapel Hill 1981 1985

Personal Interests

I currently serve as a deacon at the Oakmont Baptist Church. When not working, I enjoy spending time in Carteret County, NC, boating with my family, squeezing in a round of golf, and staying active with daily workout routines.  

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

  • 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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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