Justin Harmon

Justin Harmon
Wealth Advisor Truist Bank

711 5th Ave

Suite 600,

New York, NY 10022-3101

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

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