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Patrick Johnson

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

10 Franklin Rd SE

Roanoke, VA 24011-0008

patrick.johnson@truist.com

Phone 540-982-3097

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About me

Background

Patrick Johnson is a Senior Wealth Advisor with Truist Bank offering clients more than 30 years of experience in the financial services industry. Patrick is a seasoned wealth management professional with a demonstrated history of working with business owners and multi-generational complex families. Patrick and his team are focused on financial planning, wealth transfer, investment management and philanthropic strategies.

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

Personal Interests

Passionate about working in the community, Patrick serves on the Rotary of Downtown Roanoke Board of Trustees since 2008.  He’s also serves as Treasurer for the Southwest Virginia Business Development Association for more than ten years.  In his free time, Patrick enjoys time with his family, restores antique sports cars and boating at Smith Mountain Lake.

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

  • 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.

Locations

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