Justin Robertson

Justin Robertson, AAMS®, AWMA®
Senior Vice President Wealth Private Banking Advisor Truist Bank

150 South US Hwy 1

4th Floor,

Jupiter, FL 33458

Justin.robertson@truist.com

Phone 561-253-8305

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About me

Background

Justin Robertson is a Wealth Private Banking Advisor with over 20 years of expertise in delivering bespoke financial solutions to high-net-worth individuals. Justin’s client-centric approach and innovative strategies have solidified his reputation as a trusted advisor in private banking.

Specializing in private banking and lending, he has facilitated loans over the years leveraging experience in cash flow analysis and debt service coverage. His skills span goal-based financial planning, asset allocation, risk management, and comprehensive estate and retirement solutions.

Justin is dedicated to helping clients achieve lasting financial success with trust and experience. 

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

Management and Organizational Development, B.S.
Eastern Mennonite University

Personal Interests

Justin is married for 24 years to his amazing wife Sabrina. He has a daughter committed to playing college soccer at the D1 level. Besides spending time on the soccer field, he can be found being involved with anything fitness. Being blessed to live and work in Florida for the past 10 years has afforded him the opportunity to be outside either running or on his paddleboard. 

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

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

Locations

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