Nicholas Griffiths

Nicholas A. Griffiths
Wealth Advisor Truist Bank

1104 N 4th St

Sunbury, PA 17801-1222

About me

Background

Nicholas Griffiths is a Wealth Advisor with Truist Bank, offering more than 15 years of financial services experience focused on advising highly affluent families and businesses. Often working with a client’s established advisors, such as attorneys and CPAs, Nicholas provides comprehensive financial guidance that helps integrate advice from across banking, investment and risk management, strategic credit, and financial and estate planning. He's dedicated to creating cohesive financial strategies and consistent, meaningful, conversation-based relationships that tap into key resources within the Truist Wealth team to help his clients clearly identify and execute on their core goals.

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

Education

BS in Finance
Susquehanna University 2000 2004

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.

  • 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.

To
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