Jon Crockett

Jon Crockett
Wealth Private Banking Advisor

2320 Cascade Pointe Blvd

Charlotte, NC 28208-6700

About me

Background

Jon Crockett is a Wealth Private Banking Advisor with Truist Investment Services, Inc. offering clients more than 14 years of financial services experience. His skills are particularly strong in lending, private banking, and in taking the time to listen and understand a client’s future plans to tailor recommendations to fit clients’ needs. In his role, he strives to help clients by anticipating future needs and strategically leveraging credit to help obtain financial goals.

Education

Bachelor of Science – Business Administration and Management
Gardner-Webb University 2005 2008

Personal Interests

Jon believes it as a tremendous blessing to live and work in this part of the country. Outside of the office you can find him enjoying everything the Carolinas have to offer - from mountain camping to coastal boating and everything in between.  

Specialties

  • 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

Accomplishments

Performance Excellence Award
Truist 2019
The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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About Our Process

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.

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