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Jonathan Cochrane

Jonathan M. Cochrane
Managing Director Wealth Advisor Truist Bank

110 S Stratford Rd

Suite 501,

Winston Salem, NC 27103

Jonathan.Cochrane@Truist.com

Phone 336-733-3334

Fax 336-733-0335

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About me

Background

Jonathan Cochrane is a Wealth Advisor with Truist Bank, offering clients more than 20 years of comprehensive wealth management services. Along with his partner, Jillian Spinelli, Wealth Advisor, and their team of specialists, they work with clients on banking, lending, insurance, and financial and estate planning.

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

BBA/MBA Major Trust Management
Campbell University 1995 2000

Personal Interests

Jonathan and his family lives in Clemmons, NC and is a graduate of Campbell University with his BBA with a degree in Trust Management and his MBA.

Jonathan enjoys golfing, traveling and spending time with his family.  He currently serves on the Board for The Tocqueville Society of United Way for Forsyth County, NC  and also is on the Foundation Board for UNC School of the Arts.

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 Award Winner*
Truist 2019
*The Truist Sterling 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 and our Performance.

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About Our Process

Show Transcript Hide Transcript
Hello. My name is Jonathan Cochrane. I'm a senior wealth advisor with Truist. Our office is located 5 points in Winston-Salem, North Carolina and I work with clients around the country. Outside the office, you can find me on the golf course or spending time in the mountains of North Carolina with my family. I remember as a child going to the bank to visit my grandfather. He was a banker. I saw how people relied on him for advice and guidance. After seeing how he helped so many people reach their goals, I knew that I wanted to follow in his footsteps. For 22 years I've done just that. One of the hallmarks of how I work with clients is strong two way communication, is the key to building trust and developing a real relationship. I like to make sure that my clients have what they need to make informed decisions. Our purpose is to help our clients achieve their goals now and in the future. My team and I look forward to the opportunity to serve you and your family here at Truist Wealth.

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