Sloan Griffith

Sloan Griffith III
Vice President Wealth Advisor Associate Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Sloan Griffith is a Wealth Advisor with Truist Bank. He offers clients more than 13 years of financial services, retirement planning, and investment management experience. His years of experience in the field have made him a trusted advisor for clients, helping them navigate complex financial situations.

Sloan's passion for his profession is reflected in his deep commitment to his clients' financial well-being. His goal is to build long-lasting relationships with his clients and provide them with customized solutions that align with their unique goals and objectives. He believes in leading each client family with a comprehensive financial plan that accounts for every aspect of his clients' lives, including investments, taxes*, and insurance.

At Truist Wealth, Sloan leverages his experience and knowledge to offer a wide range of financial services to his clients, including investment management, retirement planning, and wealth transfer. He works closely with his clients to understand their unique financial situation and tailors his approach to help meet their specific needs.

*Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

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

Bachelors of Science in Commerce and Business Administration, Double Major in Finance & Economics
University of Alabama 2010

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.

Locations

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