Jameela White

Jameela White
Virtual Premier Banker

8121 Mallard Creek Rd

Charlotte, NC 28269

About me

Background

I am a Virtual Premier Banker with Truist servicing the South Carolina & Tri-States Market offering over 10 years of experience in the Banking and Financial Services Industry.  As a Virtual Premier Banker, I specialize in holistic Financial Planning and Relationship Management. My purpose is to help empower individuals and families to achieve their financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors of Science in Business Administration/Business Management
University of North Carolina at Charlotte

Personal interests

When not at work, I enjoy spending quality time with my family and my Muslim community. My personal motto is Faith, Family, Finances- In that order. 

Specialties

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

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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