Jake Hermans

Jake Hermans, CFP®
Wealth Advisor Truist Bank

235 Magrath Darby Blvd

Suite 300,

Mount Pleasant, SC 29464

About me

Background

As a Wealth Advisor with Truist Bank in the Charleston and Hilton Head markets, Jake offers clients more than 17 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, credit, estate planning, philanthropy, and family governance.

Jake's role as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Truist Wealth Advisor is to uncover your definition of success so that he can help create a vision for the future and implement a comprehensive plan to help reach those goals. Jake will work with you to identify ways to maximize positive opportunities, help mitigate negative results and provide you financial confidence for today, and tomorrow.  

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

Education

B.A. International Business
Rollins College 1998 2002

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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.

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