John Logue

John D. Logue, CFP®
Senior Vice President Wealth Advisor Truist Bank

1200 Riverplace Blvd

5th Floor,

Jacksonville, FL 32207

john.logue@truist.com

Phone 904-361-5227

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About me

Background

John Logue is a Wealth Advisor with Truist Bank. He started his banking career in 1994 with First Hawaiian Bank then relocated to Jacksonville, Florida in 1998 when he joined Compass Bank. John got his CERTIFIED FINANCIAL PLANNER™ designation  in 2001 and has been helping clients with their family, business and financial planning needs ever since.

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

Dual Degree: Finance/Investments & Communications
Babson College 1985 1989

Personal Interests

John serves on the board of Community Hospice & Palliative Care of Northeast Florida and is a member of the Rotary Club of Deerwood.

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

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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