Vice President, Wealth Advisor, BB&T now Truist
Panel: "Understanding and Implementing Financial Well-Being"
Jonathan joined BB&T in 2015 and has served as a Wealth Advisor since 2017. As a Wealth Advisor, Jonathan serves as both a relationship manager and client advocate, providing holistic, objective advice to clients in the areas of banking, strategic credit, investments, risk management, and trust and estate planning. He has spent his entire career working in the Wealth Division and is a graduate of the BB&T Early Career Program.
Jonathan is originally from Fayetteville, North Carolina. He graduated Summa Cum Laude from Campbell University, earning his undergraduate degree in Trust & Wealth Management/Economics and a master’s degree in Business Administration.
He also holds the Certified Financial Planner ™ designation, as well as his FINRA Series 7, 66, and VA Insurance Licenses.
Jonathan spends his free time in the outdoors, hiking, rock climbing, and playing Spikeball. He is very active in his church as a leader in both children and young adult ministries.