Jacob Wright

Jacob Wright, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mount Pleasant, SC 29464

About me

Background

Jacob Wright is a Senior Vice President and Financial Advisor with The Crescent-Palm Group of Truist Investment Services, Inc. He and his team work with business owners and professionals who are looking for a comprehensive wealth management approach. His focus is to make complex situations simple to understand, which helps clients make wise and informed decisions. In order to accomplish this level of knowledge and understanding, a team is required. This idea led to the formation of The Crescent-Palm Group with his partner, Manny Jimenez.  

Jacob, and team, work to provide proactive and strategic advice in the areas of:
  • Financial Planning
  • Investment Solutions
  • Qualified Retirement Plans
  • Estate Planning
  • Risk Management 
Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA
Campbell University 2004 2009
MBA
Campbell University 2004 2009

Personal Interests

Before beginning his career, Jacob attended Campbell University. As a graduate of Campbell University, Jacob earned a degree in Business Administration with a concentration in Trust and Wealth Management and a Minor in Financial Planning. After completion of his undergrad studies, Jacob continued his educational journey and completed his MBA with a concentration in Finance.  While attending Campbell, Jacob played baseball for the Fighting Camels.

While Jacob takes great pride in his work and the level of care he provides his clients, he takes greater pride in his role as husband and father.  Jacob is married to his lovely wife, Terrin. Terrin works in the Clinical Research world and balances of the role of wife and mother to perfection. Two loving kids, Emerson (nine) and Banks (three), surround them and keep them busy outside of work. When you cannot find Jacob at work, he is usually volunteering his time as a coach with Mount Pleasant Recreation or i9 Sports. For personal enjoyment, Jacob loves to play golf at Bulls Bay and spend time helping his church, City Life Church.

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

  • 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

  • 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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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