Matthew Johnson

Matthew A. Johnson, CTFA
Executive Vice President Wealth Division Director Truist Bank

214 N Tryon St,

Fl 33,

Charlotte, NC 28202

Matthew.A.Johnson@Truist.com

Phone 704-526-4461

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About me

Background

Matt Johnson is an Executive Vice President and Wealth Division Director for Truist Financial Corporation. He leads the North Carolina, South Carolina, Florida, Texas, and California regions, overseeing teams of wealth professionals dedicated to delivering comprehensive financial solutions for successful individuals, families, business owners, and nonprofit organizations.

With more than 35 years of financial services experience, Matt has built a distinguished Career leading high-performing teams across wealth management, investment management, trust, lending, and client advisory services. Since joining Truist in 2014, he has played a key role in advancing the firm's growth strategy, strengthening advisor partnerships, and enhancing the client experience across multiple markets. His leadership is centered on helping clients achieve their financial goals through personalized advice, integrated planning, and deep relationship management.

He earned a Bachelor of Science in Business Administration with a concentration in Finance from Appalachian State University. Matt holds the Certified Trust and Fiduciary Advisor (CTFA) designation, demonstrating his expertise in trust administration, fiduciary services, and wealth management. He also maintains Series 7, 24, and 66 securities licenses and has completed Leadership Charlotte.

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

B.S.B.A. in Finance
Appalachian State University 1986 1991

Personal Interests

Active in his community, Matt has supported organizations including SouthLake Christian Academy, Make-A-Wish Foundation, and the Lake Norman YMCA and is a Leadership Charlotte graduate.

Outside of work, Matt enjoys spending time with his wife, Missy, and their five sons.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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.

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

Locations

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