Jakki Avery

Jakki Avery, CRPC®, APMA®
Financial Advisor Private Client Group Truist Investment Services, Inc.

205 N Central Ave

Staunton, VA 24401-3310

Jakki.avery@truist.com

Phone 540-886-2396

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About me

Background

Jakki’s interest in the stock market began in sixth grade when she played the Stock Market Game at school and was on the winning team. Prior to joining Truist, Jakki taught middle school math. She is a passionate educator and enjoys helping clients develop tailored investment strategies. Accumulating wealth is hard work, and she appreciates the trust her clients place in her. Jakki seeks to honor her clients with sound advice to help grow assets, maintain wealth, and help minimize risk in a tax-efficient manner.*  

Investment Adviser Representative, Truist Advisory Services, Inc.

*Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A. in English
Hollins College 1997
B.A. in Mathematics
Mary Baldwin College 2014

Personal Interests

Jakki Avery serves as treasurer of both The Glenmore Foundation and The Glenmore Hunt Club.  She is an active member of Memorial Baptist Church, where she serves on the Finance Committee and teaches Sunday School. Jakki enjoys fox hunting, reading a good novel, and spending time with her husband and sons.   

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.

  • 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

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

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

  • 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

Locations

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