James Wesche

James A. Wesche, CFA®
Managing Director Division Investment Director Truist Bank

400 S. Park Avenue

Suite 200,

Winter Park, FL 32789

james.wesche@truist.com

Phone 407-621-6266

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About me

Background

Jim is the Division Investment Director for the Florida, Texas, and California regions.  He has over 30 years of investment and wealth management experience.  Jim leads a team of seasoned Investment Managers who focus on constructing customized investment portfolios reflecting the client’s beliefs and risk tolerance as part of a broader financial plan.

In addition to his experience at Truist as both an Investment Manager and Division Investment Director, Jim collaborated with pension funds, hedge funds, and mutual funds, providing them with investment ideas and strategies as an institutional salesman for a regional brokerage firm.  He also spent a decade as a financial advisor with two major brokerage firms where he helped individuals reach their financial goals.

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

Education

Finance, B.S.
University of Florida

Personal Interests

Jim has been active in the community, coaching youth baseball and football for many years.  He enjoys working out, golfing, playing guitar, and riding dirt bikes in his time off.  

Specialties

  • 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

  • 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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