Jack Christian

Jack Christian, CFA®, CFP®
Wealth Advisor Truist Bank

777 Brickell Ave

Miami, FL 33131

About me

Background

I am a Senior Wealth Advisor for Truist Bank in South Florida. Our team helps successful families build financial confidence by clarifying their needs, wants, and wishes and developing plans for achieving their goals through prudent investment management, financial and estate planning, and custom credit solutions.

Our team consists of Investment Managers who achieved their Chartered Financial Analyst (CFA) designations, Financial Planners who have their Certified Financial Planner (CFP®) designation and Wealth Strategists who hold JD and LLM degrees and caring and attentive Wealth Support Specialists.

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 Science in Business Administration
Appalachian State University 1980 1984

Personal Interests

I’m a native of North Carolina and moved to Florida in 2006. I serve on the board of Boys and Girls Club of Broward County and am a member of CFA Society Miami. I enjoy following the Miami Dolphins and am a longtime season ticket holder.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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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