Jake Biedenback

Jake Biedenback
Wealth Advisor Truist Bank

402 Baltimore Pike

Bel Air, MD 21014-4304

About me

Background

Jake Biedenback is a Wealth Advisor with Truist Bank, offering clients more than 10 years of financial services experience focused on high-net-worth families and business owners. Jake and his team follow a process that begins with holistic financial planning that helps to construct a blueprint for clients, defines their current position and future goals, and becomes the foundation of the relationship going forward. The planning results drive recommendations in several areas, including cash flow, investment management, strategic credit, risk mitigation, and estate planning.  

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

Education

Masters of Business Administration
University of Baltimore, Merrick School of Business

Personal Interests

Jake earned a B.S. in finance from Towson University and an MBA in finance from the University of Baltimore. He's a member of the Greater Baltimore Committee.

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.

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

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

Accomplishments

Sterling Award Winner
2019
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