Justin Robertson
Senior Vice President, Wealth Private Banking Advisor, Truist Investment Services, Truist Wealth
- Role
- Wealth Private Banking Advisor at Truist Wealth
- Location
- Melbourne, FL, US
- LinkedIn followers
- 500 followers
About Justin Robertson
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Wealth Private Banking Advisor
Apr 2025 — Present
Education
Eastern Mennonite University
Bachelor's Degree
2009 — 2011
Skills
- Securities
- Lines of Credit
- High Net Worth Individuals
- Finance
- Asset Management
- Series 63
- Cash Management
- Retirement Planning
- Finra
- Consumer Lending
- Equities
- Credit
- Investments
- Fixed Income
- Wealth Management
- Loan Origination
- Mortgage Lending
- Series 7
- Private Banking
- Relationship Management
- Financial Advisory
- Financial Services
- Uniform Combined State Law
- Asset Allocation
- Banking
- Mutual Funds
- Residential Mortgages
- Portfolio Management
- Loans
- Wealth Management Services
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