Justin Meisner

Justin Meisner
Assistant Vice President Business Development Officer Investment Services Group Truist Investment Services, Inc.
The Knights Avenue Group of Truist Investment Services, Inc.

2300 East Colonial Drive

Orlando, FL 32803

Justin.Meisner@Truist.com

Phone 407-228-7101

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About me

Background

Justin serves as a Business Development Officer with The Knights Avenue Group of Truist Investment Services, Inc. With an extensive background in the client service industry, Justin is passionate about taking excellent care of his clients.

In the Business Development Officer role, Justin’s focus is developing financial plans that help clients identify and address their financial and personal goals, as well as assisting Financial Advisors to provide great service to clients. Justin takes pride in the fact he will act as a direct extension for the team’s Financial Advisors, getting to know each client and their financial goals to help provide an exceptional client experience.

Education

Bachelor of Science in Business/Marketing
University of Central Florida

Personal Interests

Justin has lived in Orlando since 2001 and enjoys spending time with his wife, Melanie, and their two young daughters. He is an avid basketball fan, enjoys going to Orlando Magic games, and also stays busy cheering on his daughters in their extracurricular activities including theater, musical performances and sporting events.

Specialties

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

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

Accomplishments

Performance Award
Truist 2022
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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