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Adam Fannin

Adam T. Fannin, CFP®, PPM
Managing Director 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, Financial Advisor, and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with Truist Investment Services, Inc., offering clients more than 16 years of financial services, retirement planning, and investment management experience. 

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

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