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Johnny G. Giotes
Senior Vice President
Wealth & Trust Advisor
Phone Number
Email Address
My Information
As an attorney (graduating from Baylor Law School), along with earning the designation of “Certified Retirement Services Professional”, I have earned the trust of my clients over the years, 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
- 401(k) Plans
- Advisory Services
- Business Succession Planning
- Estate and Tax Planning
- Guardianship Services
- Investment Management
- Legacy and Wealth Transfer Management
- Non-Profits
- Oil, Gas and Mineral Management
- Asset Management
- Estate Planning & Administration
- IRAs
- Personal Financial Planning
- Philanthropic Investments
- Retirement Planning
- Trust Planning & Administration
My Office
Branch Address
1700 North Valley Mills Drive
Waco, TX 76710
United States
