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Johnny Giotes

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

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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