Placeholder image for advisor

Jonathan D. Collins
Wealth Advisor Truist Bank

6659 Falls of Neuse Rd

Raleigh, NC 27615-6816

About me

Background

I am a Wealth Advisor with Truist Bank, offering over 19 years of financial services, retirement planning, risk management, estate planning, and investment management experience. My teammates and I work with clients to achieve their goals on a comprehensive level and help determine step-by-step guidance with customized solutions. We know the importance of keeping a client informed about how their financial landscape is being monitored and adjusted, using up-to-date information, so that they and their family can navigate today’s and tomorrow’s needs with confidence.

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

Education

Bachelor of Arts Philosophy
Campbell University 2000
BB&T Banking School
Wake Forest 2012
Masters of Trust and Wealth Management
Campbell University 2018

Personal Interests

Growing up in Mount Airy, NC, I currently live with my wife and little girl in Wake Forest, NC, where we spend our free time visiting the North Carolina mountains, traveling, and spending time outdoors. I also enjoy reading, exercising, and working outside, and am a Master Mason and member of James B. Green Lodge in Raleigh, NC.

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

  • 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

3 time Quarterly Sterling Award Winner
2 time Annual Olympian Award Winner
To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}