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Johnny G. Giotes
Senior Vice President
Wealth & Trust Advisor
Phone Number
Email Address
My Office
Branch Address
1700 North Valley Mills Drive
Waco, TX 76710
United States
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
