Adam Fannin

Adam T. Fannin, CFP®, PPM
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

3720 3rd St S

Jacksonville Beach, FL 32250-5822

Adam.Fannin@Truist.com

Phone 904-242-5180

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About me

Background

Adam Fannin is a Managing Director and Financial Advisor with Truist Investment Services, Inc., offering clients more than 16 years of financial services, retirement planning, and investment management experience. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

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

Education

Bachelors in Business Administration
HighPoint University 1994 1998

Personal Interests

A native of Jacksonville, FL, Adam is a graduate of High Point University and enjoys spending time with his family, cycling, and playing golf.  

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

  • 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

Locations

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    • May Lose Value

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