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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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.
