Ian Jason Seebachan

Ian Jason Seebachan
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

14401 Sweitzer Ln

4th Floor,

Laurel, MD 20707-2920

Jason.Seebachan@Truist.com

Phone 301-497-3324

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About me

Background

Jason Seebachan is a Financial Advisor with Truist Investment Services, Inc., and focuses on risk management, client relationships, and estate planning. He and his team are passionate about creating elegant solutions for busy physicians, attorneys, and business owners, helping them achieve their financial goals and ambitions. 

Jason and his team manage the entire financial life of their clients, which includes plan and goal coaching, helping them make sense of global markets, and assisting them in gaining a higher level of financial confidence through life’s journey. The team has combined wealth and investment management experience of over 65 years.

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

Education

Bachelor of Science, Mechanical Engineering
University of Minnesota

Personal Interests

Jason lives in historic Annapolis, Maryland, with his wife and children, enjoys sailing on Chesapeake Bay, and is passionate about scuba diving in the Caribbean.  

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

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

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

  • 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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