Keith Johnson

Keith G. Johnson, CFP®,CEPA
Managing Director Wealth Advisor Truist Bank

401 E Jackson St

20th Floor,

Tampa, FL 33602-5202

keith.johnson@truist.com

Phone 1-813-224-2000

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About me

Background

Keith Johnson, CFP® is a Managing Director with Truist Bank, specializing in estate planning, risk management, as well as credit and banking solutions. As part of the Truist Wealth Management group for the Southwest Florida region, he participates in a unique business model in which Wealth Advisors provide thoughtful advice to high net worth and ultra high net worth individuals and families. By assisting with both personal and professional financial matters, Mr. Johnson's team is well positioned to help advise clients comprehensively.

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

Master of Business Administration
Georgia Institute of Technology 2014
Bachelor of Science in Accounting
University of Florida 2002

Personal Interests

Keith serves on the boards of Children First in Sarasota County and the Boys and Girls Club of Manatee county in Florida. 

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

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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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