Jonathan Collins

Jonathan D. Collins, CFP®
Vice President Financial Consultant Investment Services Group Truist Investment Services, Inc.

207 E Ash St

Goldsboro, NC 27530-3730

jonathan.collins@truist.com

Phone 919-731-5854

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About me

Background

Jonathan is a passionate and kind Financial Consultant at Truist Investment Services, Inc. He offers clients over 20 years of financial experience. His clients receive comprehensive financial planning and customized solutions. Jonathan often says to his clients, “I commit to treating you like my own family, and I will never put an idea or recommendation in front of you that I wouldn’t show my own mother.” And that’s the truth. His goal is for his clients to know that good exists in this world; and that is because of the experience his team tries to bring to his clients. Jonathan wants to help clients understand their financial landscape, evaluate what options are available for them, and provide guidance in the decision-making process. Jonathan also sees himself as a financial educator and wants his clients to have a higher understanding of what they have financially, and why they have it.

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

Education

Master of Trust and Wealth Management, Cum Laude
Campbell University 2019
Graduate of BB&T School of Banking
Wake Forest University 2012
Bachelor of Arts in Religion & Philosophy
Campbell University 2000

Personal Interests

Jonathan’s family life with wife and daughter keeps him very active outside of work. He hopes that his level of gratitude for the simple and wonderful life he has, is consistently extended to those around him. In the quiet hours of his life he enjoys reading, playing with his Labrador retriever, and exercising. 

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

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

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

  • 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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