Joel Penny

Joel Penny, CFP®
Senior Trust Advisor

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

joel.penny@truist.com

Phone 404-658-4049

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About me

Background

Joel Penny is a Senior Trust Advisor for the Atlanta market of Truist Wealth.  Joel joined Truist in 2023 and brings nearly 20 years of experience in making it easier for high-net-worth families to protect their assets through complex planning solutions.  Joel specializes in fiduciary advice, wealth planning, trust administration and family dynamics. 

Education

Master of Business Administration
Campbell University 2004
Bachelor of Business Administration, Trust Management and Financial Planning
Campbell University 2004
Financial Planning Program
Oglethorpe University 2009

Personal Interests

Joel serves on the board of CBF Foundation and is a former board member of the Atlanta Estate Planning Council.  Outside of work and volunteering, Joel enjoys spending time with his wife, three sons and adopted dog, Lulu.

Specialties

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Locations

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