Matthew B. Johnson, CFP®

Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Lighthouse Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

Matthew.Johnson@Truist.com

About me

Background

As an advisor with The Lighthouse Group of Truist Investment Services, Inc., Matthew Johnson has 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

Matthew enjoys serving in his church and mentoring, is zealous about fitness, and is an avid outdoorsman.

LinkedIn

Specialties

Risk management

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.

Financial planning

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

Investment management

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

Estate planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Philanthropy

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

Financial education

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

Business management and planning

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

Investment planning

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

Accomplishments

Top 1,500 Financial Advisors*

Barron’s 2026 External

*Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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