Jonathan Myers

Jonathan Myers
Managing Director Wealth Advisor Truist Bank

230 Herndon Pkwy

Herndon, VA 20170-4400

About me

Background

Jonathan Myers is an accomplished Senior Wealth Advisor with over twenty years of experience in working with high-net-worth individuals and their families. He specializes in working with business owners and executives because a majority of their energy is dedicated to their business with little time for personal financial management. As a trusted advisor, he enjoys the responsibility of creating and monitoring comprehensive strategies to assist his clients in achieving their financial goals. Jonathan is an advocate for his clients and has a passion for financial literacy.

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

Specialties

  • 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

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

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