Justin Harmon

Justin Harmon
Wealth Advisor Truist Bank

50 Hudson Yards

69th Floor,

New York, NY 10001-2180

About me

Background

Justin Harmon is a Wealth Advisor with Truist Bank, working with high-net-worth individuals and families. He leverages all of Truist’s resources and a team of specialists in financial planning, investments, credit, estate planning, philanthropy, and family governance, to provide his clients with holistic planning.

Before joining Truist, Harmon worked as a regional operations manager for Lyft and oversaw Express Drive, the firm’s South Florida vehicle rental program. Prior to Lyft, he was an operations manager for Uber’s vehicle leasing business in Miami. Harmon began his career as an analyst in J.P. Morgan’s private bank, supporting a team of bankers that focused on high-net-worth families and business owners.

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

Bachelor of Science, Finance
The Pennsylvania State University 2007 2011

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

  • 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

Locations

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About Our Process

Hi, my name is Justin Harmon, and I'm a wealth advisor with Truist. My office is located in Hudson Yards in New York City. I focus on business owners, corporate executives, fund managers, and wealthy African American individuals and families. It's important for me to share with you my why. During the pandemic, I unexpectedly lost my mother. As a family, we had not done any planning, and that put a real burden on my family during this stressful time. My personal purpose is to work with my clients to build a financial plan for their businesses and families. We cannot control what will happen in the future, but what we can control is taking the time to develop a plan now for the unexpected. When I'm not in the office, you can find me supporting Penn State athletics, traveling internationally, boating or salsa dancing. In college, I played basketball where the key to success was centered around the team. At Truist, we see the benefits of a team of specialists working together on behalf of our clients. We have a diverse asset managers platform which allows our clients to invest with intention. In today's world, my clients also want to be involved with manager selection and have a portfolio that represents them. So our clients can choose to have managers who represent and reflect themselves like women, veterans, or people of color. Thank you for taking the time to get to know me. I do hope that you decide to offer my team and me the opportunity to assist you and your family on your financial journey.

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