PJ Nassar

PJ Nassar, CFP®
Senior Vice President Wealth Advisor Truist Bank

360 Central Ave

17th floor,

St. Petersburg, FL 33701

Pj.nassar@truist.com

Phone 727-369-5226

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About me

Background

PJ Nassar, CFP®, is a Wealth Advisor with Truist Wealth, based in St. Petersburg, Florida, where he helps business owners and families turn financial well-being into lasting freedom, clarity, and impact.

With more than 25 years of experience in the wealth management industry, PJ provides clients with a disciplined, integrated approach that brings together financial planning, investment management, tax-efficient strategies, bespoke lending, private banking, trust and estate coordination, and risk mitigation into one cohesive plan.

A Louisiana native and former Junior World Barefoot Water Ski Champion and four-time U.S. National Barefoot Water Ski Champion, PJ built his career on the same preparation, focus, and discipline that fueled his athletic success. Those traits now define his work with clients — where precision and performance meet personal care.

As a CERTIFIED FINANCIAL PLANNER™ professional, PJ believes that wealth is most powerful when it’s guided by clarity of purpose and executed with discipline. Guided by Truist’s mission to inspire and build better lives and communities, he helps clients protect what they’ve built, navigate the financial landscape with clarity, and create lasting legacies that reflect their values.

The discipline of a champion applied to your financial success.

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

Economics, B.A.
Louisiana State University 2001

Personal Interests

Outside of work, PJ remains active in water sports and boating around Florida’s Gulf Coast. He enjoys family life along the water, connecting with the local community, and contributing to youth sports and regional events. A lifelong competitor, PJ still carries the mindset of an athlete — always focused on preparation, precision, and purpose — whether on the water or helping clients achieve their goals.

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.

  • 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

  • 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 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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

  • Specialized and confidential wealth, investment, insurance, banking, and borrowing solutions for non-US residents and businesses 

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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