P.J. Protos

P.J. Protos, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

About me

Background

P.J. Protos a Financial Advisor with Truist Investment Services, Inc., offers clients more than 20 years of financial services and investment management experience. P.J. is a CERTIFIED FINANCIAL PLANNER™ professional and focused on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. P.J. follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to help align with the client's goals.. He consults on risk management, retirement planning, and other critical financial strategies. 

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

Education

Bachelor of Arts
Vanderbilt University 2002

Personal Interests

P.J. is a graduate of Vanderbilt University, Peter lives full time in Smyrna, GA, with his wife and two children.

Specialties

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

  • 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

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

  • 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

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