John Mastro

John Mastro
Vice President Financial Consultant Truist Investment Services, Inc.
The Cope Grady Group of Truist Investment Services, Inc.

1120 Woodstock Rd

Roswell, GA 30075

About me

Background

John Mastro is a financial consultant with close to 20 years of industry experience. He has spent most of his career coaching and training financial advisors. He is a native Ohioan with a bachelor’s degree from Ohio State University’s Fischer College of Business.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Business Marketing
Ohio State University 2003

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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