Jack Shiao,
AWMA®, CRPC®
Vice President
Financial Advisor
Truist Investment Services, Inc.
Vice President
Financial Advisor
Truist Investment Services, Inc.
25056 Riding Plz
Chantilly, VA 20152-5910
About me
Background
Jack Shiao is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 15 years of financial services, retirement planning, and investment management experience.
Jack focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.
Jack takes the time to talk and listen to clients to gain an understanding of their priorities, circumstances, and the critical aspects of their financial lives. He holds himself accountable for recommending strategies with clients’ needs and goals in mind. These strategies are supported not only by the deep experience of his team of specialists, but by his highly attentive service and coordination of resources.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Finance
George Mason University
2007
Personal Interests
A native of Fairfax, Virginia, and a graduate of George Mason University with a bachelor’s in finance, Jack lives in Centreville, Virginia, with his wife and two children. He has a wide variety of interests, including snowboarding, paintball, whitewater kayaking, off-roading, and boating.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Investment management
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
Estate planning
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Business management and planning
Top-notch service delivery and support for the private banking needs of business-owners
