Jon Crockett , CFP®

Senior Vice President Wealth Omni Private Banking Director Truist Bank

My name is Jon Crockett. And I'm a wealth private banking advisor with Truist Wealth. I serve clients located primarily in the Carolinas. An important aspect of who I am and what motivates me is that prior to my banking career, I was a collegiate level athlete. When I transitioned from athlete to banker, the concept of team became even more important than I would have ever imagined. Obviously, when moving from a sport to banking, the players change from opponents and teammates to clients and teammates. But the desire to achieve a common goal is constant. Over my career, I've learned that on every team there are individual skill sets embodied in each teammate through years of development and experience. My skills are particularly strong in lending, private banking, and in taking the time to listen and understand a client's future plans so we can tailor our recommendations to fit our client's needs. In my role, I strive to help clients by anticipating future needs and strategically leveraging credit to help obtain financial goals. Outside of the office, you can find me enjoying everything the Carolinas have to offer from mountain camping to coastal boating and everything in between. I know every client I team together with has a vision and I can't wait to hear yours.