Jonathan Weiner
Senior Vice President
Senior Trust Advisor
Truist Bank
150 S Warner Road
Suite 200,
King of Prussia, PA 19406
About me
Background
Jonathan Weiner is a Senior Vice President and Regional Trust Advisor at Truist. In his role, he helps financially successful families navigate complex trust, estate, and legacy planning strategies and structures. With prior leadership roles at PNC Hawthorn, where he served as the Fiduciary Market Manager, and Wells Fargo Private Bank, Jonathan brings deep experience in multi-generational wealth planning, philanthropy, and charitable giving. He started his career as a trust and estates attorney and holds the Chartered Advisor in Philanthropy designation.Education
Personal Interests
Specialties
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
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