Matthew Johnson

Matthew B. Johnson
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Lighthouse Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Raleigh, NC 27612-3908

About me

Background

As an Advisor with The Lighthouse Group, I have helped build a successful family office practice working with multi-generational families on complex estate, tax, and business succession planning; inclusive risk management; and designing tailored investment management solutions after liquidity events. Beyond the traditional approaches, the team can surround a client’s family to complement other advisors in providing advice and guidance.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Juris Doctor
Campbell University, Norman Adrian Wiggins School of Law 2009 2012
BBA Trust and Investment Management
Campbell University 2003 2007

Personal Interests

I enjoy serving in my church and mentoring, and am zealous about fitness and an avid outdoorsman.

Specialties

  • 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.

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

  • 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

  • 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

To
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