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James Beckett

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

10 Franklin Rd SE

2nd Floor,

Roanoke, VA 24011-0008

Jim.beckett@truist.com

Phone 540-510-3252

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About me

Background

James P. Beckett is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 30 years of financial services, retirement planning, and investment management experience. James works with clients to provide consultative investment services, customized asset allocation strategies, and tailored investment portfolios to help meet their investment objectives.

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

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