James Beckett

James P. Beckett, CFP®, CIMA®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Mainsail Group of Truist Investment Services, Inc.

10 Franklin Road

#201,

Roanoke, VA 24011-0008

Jim.beckett@truist.com

Phone 540-510-3252

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About me

Background

James P. Beckett is a Managing Director and Financial Advisor with The Mainsail Group of Truist Investment Services, Inc. He offers clients more than 34 years of financial services, retirement planning, and investment management experience. Jim works with a select group of affluent clients to provide consultative investment services, customized asset allocation strategies, and tailored investment portfolios to help meet their investment objectives.  Jim attained the professional designations Certified Investment Management Analyst® (CIMA®) in 1997 and Certified Financial Planner® (CFP®) in 2000.

A graduate of Miami University in Oxford, Ohio, Jim received a Bachelor of Arts degree in Economics in 1989.  Prior to working at Truist, Jim held investment management positions with Merrill Lynch, UBS, and was a founding member of an independent registered investment advisor catering to the financial planning and investment management needs of clients in Cincinnati, Ohio. Jim moved to Roanoke, Virginia in 2006 to accept the role of investment manager with Wachovia Bank (merged with Wells Fargo).

Over the years, Jim has volunteered his time with non-profit boards, civic organizations, and youth sports coaching.  Jim and his wife, Jenny, have three children: Emma, and twins, Thomas and Michael.

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

Bachelor of Arts
Miami University 1985 1989

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

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

  • 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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