Jon Hill

Jon Hill
Wealth Advisor Truist Bank

1570 Manheim Pike

Lancaster, PA 17601-3038

About me

Background

As a Wealth Advisor with more than 16 years of experience, I help my clients take a comprehensive and strategic approach to financial planning. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, I develop recommendations tailored to my clients’ needs, priorities and preferences. I currently am a member of the National Mortgage License System (NMLS #783541). 

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

Education

BA
Gettysburg College 1992

Personal Interests

Active in the community, I’m a member of the 2002 Leadership Lancaster class, a current board member and former board chair of the Schreiber Center for Pediatric Wellness in Lancaster, PA, and have coached youth football in Manheim Township for several years.  

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

  • 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

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

Accomplishments

Sterling Performance Club
BB&T Now Truist 2017
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