Jonathon Gunn

Jonathon Gunn, CFP®
Vice President Financial Consultant Truist Investment Services, Inc.

10415 Old Georgetown Rd

Bethesda, MD 20814-1905

JONATHON.GUNN@TRUIST.COM

Phone 301-634-9968

Fax 703-580-7214

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About me

Background

Jonathon Gunn is a Vice President and Financial Consultant with Truist Investment Services, Inc. He has been with Truist since 2014 and offers clients more than 20 years of banking and financial services experience.

In 2013, Jonathon earned the CERTIFIED FINANCIAL PLANNER® designation. As a member of The McCloskey Financial Group of Truist Investment Services, Inc., he is part of a practice specializing in financial planning, investment strategies, risk management, retirement planning, estate planning, and wealth transfer.
Their team takes a proactive approach to every client's unique financial situation. The team makes it a priority to help clients understand their holistic needs and make sound decisions for their financial future with the ultimate goal of helping clients address their financial well-being.

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

Education

Finance
Hampton University 1998 2002

Personal Interests

Jonathon is a native of Montgomery County and enjoys working within his local community. He serves on the boards for Shepherd's Table and Silver Spring Town Center Inc. and is an active member of the Montgomery County Chapter of the National Hampton Alumni Association, Inc. In his spare time he enjoys hiking, reading, and traveling.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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