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Johnny G. Giotes

Senior Vice President
Wealth & Trust Advisor

My Contact

P 254.761.2055

My office

1700 N Valley Mills Dr
Waco, TX 76710

my information

Over the years, I have earned the trust of my clients, not because I offer advice on accounting, finance, and tax related matters, but because I listen and help find solutions to their life event changes, including creating, preserving and planning for their future generations. ...the things in life that really matter.

my expertise

LEGACY & WEALTH TRANSFER
PERSONAL FINANCIAL PLANNING
401(K) PLANS
ASSET MANAGEMENT
PHILANTHROPIC INVESTING
ESTATE PLANNING & ADMINISTRATION
TRUST PLANNING & ADMINISTRATION
IRAs
SENIOR LIFESTYLE SERVICES
SECURITIES ARE NOT FDIC OR GOVERNMENT AGENCY INSURED | NO BANK GUARANTEE
MAY LOSE VALUE | NOT A BANK DEPOSIT | SUBJECT TO RISK