Carissa Jackson

Carissa Jackson, CLTC
Vice President Wealth Advisor Truist Bank

100 Sawgrass Corners Dr

Ponte Vedra Beach, FL 32082-3567

About me

Background

Carissa is a Wealth Advisor with Truist Bank offering clients 25 years of financial services, retirement planning, and investment management experience.  She works with entrepreneurs and business owners focused on venture capital and new opportunities who anticipate having a business transition in the future. These successful business owners have created and built their businesses on hard work, commitment and challenging themselves and those around them to strive for greatness.

Carissa’s role as an advisor is to help each individual client navigate through the process of determining what true success means to them and provide guidance with a plan that addresses their life’s meaning and legacy. She partners with a team that brings knowledge in investments, credit, estate planning, business transition planning, and family governance and education. They identify ways to help create a legacy and empire of great worth to their clients. Her team focuses on exploring the complex topics, challenges and details that matter to their clients and their families. 
 
Carissa and her team's work goes far beyond a financial benefit. It is about caring for their clients and fulfilling a calling that will ultimately be a part of their legacies.
She has found the greatest value in maximizing a plan that provides clients enjoyment throughout their journey, fulfillment as they cross milestones and meaning as they develop their legacy for the next generations to come. Providing a white glove approach to clients’ needs with the utmost in competency and communication is their focused delivery model; which helps address clients' goals, dreams, 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

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

Personal Interests

Carissa serves on the Board of Directors of the Ponte Vedra Beach Chamber of Commerce and is also a current board member on the Flagler Tiger Bay Club Board of Directors. She is active at her church and with her four children, and she enjoys boating, snow-skiing and traveling. She is working towards leaving a legacy to positively impact those who are closest around us with faith and being a person of character.

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.

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