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Jonathon Gunn

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

10415 Old Georgetown Rd

Bethesda, MD 20814-1905

JONATHON.GUNN@TRUIST.COM

Phone 301-634-9968

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About me

Background

Jonathon Gunn, CFP® is a Vice President and Financial Consultant with Truist Investment Services, Inc., offering clients more than 15 years of financial services experience. As a member of the von Berg and Nanda Group of Truist Investment Services, Inc., he is part of a fiduciary practice with a combined 80 years of experience in financial planning, investment strategies, risk management, retirement planning, estate planning, and wealth transfer. 

They take a proactive approach to every client’s personal financial situation. Their multi-tiered client commitment is to help clients understand their holistic needs and make sound decisions for their financial future. Jonathan and the team seek to provide consistent returns and manage their client’s wealth and income to achieve financial security.

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 serves on the board for Silver Spring Town Center Inc. and is president of the Montgomery County chapter of the national Hampton Alumni Association. 

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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