Jeffrey Alger

Jeffrey J. Alger
Financial Advisor Truist Investment Services, Inc.

5205 Maryland Way,

Brentwood, TN 37027-1006

About me

Background

A Senior Vice President with Truist Investment Services, Inc., I offer clients more than 38 years of financial services, retirement planning, and investment management experience.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS
Illinois State University 1973 1978

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

#5 Advisor Nationally*
Banker Investment Consulting 2018
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Rankings based on the following criteria. Assets under management(AUM); trailing 12 month production, percentage change in AUM from the previous year, percentage change in trailing 12 month production; amount of fee business, and the ratio of production per AUM. December 2018 Issue. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.