Jack Shiao

Jack Shiao, AWMA®,CRPC®
Financial Consultant Truist Investment Services, Inc.

25056 Riding Plz

Chantilly, VA 20152-5910

About me

Background

I’m a Financial Consultant with Truist Wealth, offering clients more than 14 years of financial services, retirement planning, and investment management experience. 

I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow 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. I also consult on risk management, retirement planning, and other critical financial strategies.

I take the time to talk and listen to clients to gain an understanding of their priorities, circumstances, and the critical aspects of their financial lives. I hold myself accountable for recommending strategies with their needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources.

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

Education

Finance
George Mason University 2007

Personal Interests

A native of Fairfax, VA, and a graduate of George Mason University with a bachelor’s in finance, I live in Centreville, VA, with my wife and two children. I have a wide variety of interests, including snowboarding, paintball, whitewater kayaking, off-roading, and boating.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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 and/or wealth needs of business owners.

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