Carissa Jackson

Carissa Jackson, CLTC
Vice President Wealth Advisor Truist Bank

200 W Forsyth St

5th Floor,

Jacksonville, FL 32202-4300

About me

Background

Carissa Jackson is a Wealth Advisor with Truist Bank offerings clients more than 23 years of financial services, retirement planning, and investment management experience. 

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

Education

Bachelor of Communications-Public Speaking (Business Minor)
Bob Jones University 1996

Specialties

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

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

  • 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.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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

To
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