Patrick Johnson

Patrick M. Johnson, CFP®
Senior Vice President Wealth Advisor Truist Bank

10 Franklin Rd SE

Roanoke, VA 24011-0008

About me

Background

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

Bachelor of Business Administration
Roanoke College 1991

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

  • 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

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

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