Jeff Garrison

Jeff Garrison, CFP®
Senior Virtual Premier Advisor

1345 Airport Road

Allentown, PA 18109

jeff.garrison@truist.com

Phone (484) 809-7532

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About me

Background

I am a Senior Virtual Premier Advisor with Truist, serving clients across the Pennsylvania market. I am dedicated to helping inspire and build better lives and stronger communities through high quality service and comprehensive financial planning. Helping clients identify, pursue, and feel confident in achieving their financial goals is both my passion and the most rewarding part of my role. This commitment led me to earn my CERTIFIED FINANCIAL PLANNER® designation in 2023. 

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

Bachelor of Science in Finance - Financial Planning Track
DeSales University

Personal interests

Outside of work, I enjoy spending time with my family and being active with my young children.

Specialties

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

  • 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.

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

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