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Jonathan Choi

Jonathan Choi, CFP®, CTFA
Vice President Trust Advisor

919 E Main St

8th Floor,

Richmond, VA 23219-0005

Jonathan.choi@truist.com

Phone 540-344-7532

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About me

Background

Jonathan Choi is a Trust Advisor with Truist Wealth. He has worked in wealth management since 2017 and provides trust and financial planning for affluent clients. 

Jonathan joined Truist as a graduate of the Truist Leadership Development Program. He is a CERTIFIED FINANCIAL PLANNERTM professional accredited by the CFP® Board and a Certified Trust and Financial Advisor (CTFA) accredited by the American Bankers Association’s Institute of Certified Bankers.

Education

Bachelor of Business Administration: Trust & Wealth Management | Economics | Finance minor
Campbell University 2012 2016
Master of Business Administration
Campbell University 2017

Personal Interests

Jonathan is a member of the Richmond Estate Planning Council and a past board member of the Roanoke Valley Estate Planning Council. He is an avid runner and enjoys all outdoor activities, as well as working on his car, playing music, and making pizza. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

Locations

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