Jonathan Choi

Jonathan Choi, CFP®, CTFA
Vice President Trust Advisor Truist Bank

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. As a Trust Advisor, Jonathan works with high and ultra-high net worth clients, providing customized estate, trust, and financial planning advice to help achieve efficient multi-generational wealth transfer.

Jonathan joined Truist as a graduate of the Truist Leadership Development Program. Before becoming a Trust Advisor, he worked as a Wealth Advisor in the southwestern Virginia market. He is a CERTIFIED FINANCIAL PLANNERTM professional accredited by the CFP® Board and a Certified Trust and Fiduciary Advisor (CTFA) accredited by the American Bankers Association’s Institute of Certified Bankers.

Education

Trust and Wealth Management; Economics, Finance, B.B.A.
Campbell University 2016
Master of Business Administration
Campbell University 2017

Personal Interests

Jonathan is a member of the Hampton Roads Estate Planning Council and a past board member of the Roanoke Valley Estate Planning Council. He lives in Richmond, Virginia, with his wife and growing family. In his free time, Jonathan enjoys playing the piano, making pizza, and running long distance races.

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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