Jack Bell

Jack Bell, CFP®
Wealth Business Advisor Truist Bank

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

About me

Background

Jack Bell is a Wealth Business Advisor, exclusively serving business owners who have the majority of their wealth in a closely held business. With over 15 years of experience in finance, Jack’s background includes commercial lending, capital markets, and wealth management. He takes a comprehensive approach to financial planning, helping clients navigate the complexities of managing a business while working to address personal life goals. In partnership with specialists in banking, strategic credit, risk management, investments, and estate planning, Jack develops recommendations tailored to his clients’ needs, priorities, and preferences.

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

MBA
University of North Carolina 2000

Personal Interests

Jack is a sports enthusiast, and enjoys a round of golf, a workout, or a mountain bike ride in his free time. His has two teenage boys involved in sports have him cheering from the sidelines on most weekends.  

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.

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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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