John Tulloss

John W. Tulloss, III CFP®
Senior Vice President Wealth Advisor Truist Bank

2806 Arendell St

Suite 200,

Morehead City, NC 28557

john.tulloss@truist.com

Phone 252-246-4125

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About me

Background

John Tulloss joined Truist in 2012. He is a Wealth Advisor with Truist Bank, offering clients more than 35 years of financial services and retirement planning experience. Over the course of his career, he has had the opportunity to work in various segments of the financial services industry, including insurance, retail, commercial and corporate banking, and wealth management. John has seen ups and down throughout his life, and continues to apply all of those experiences to help his clients.

As a Wealth Advisor, John encourages clients to take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, allows John to develop recommendations tailored to his clients’ needs, priorities, and preferences. Practice focus areas include working with family business owners, multi-generational and blended families, executives, and retirees.

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

BSBA
University of North Carolina at Chapel Hill 1981 1985

Personal Interests

Throughout his years of living in Eastern North Carolina, John has served his communities in leadership roles in various church and civic organizations.  John recently relocated to Carteret County and when not working, enjoys spending time with his family on the water, squeezing in a round of golf, and staying active with daily workout routines.

Locations

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2806 Arendell St,

Suite 200, Morehead City, NC 28557

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

Phone 252-246-4125

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