James P. Beckett,
CFP®, CIMA®
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Mainsail Group of Truist Investment Services, Inc.
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
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.
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Education
Bachelor of Arts
Miami University
1985
1989
Specialties
Financial planning
Risk management
Investment management
Estate planning
Philanthropy
Financial education
Business management and planning
Investment planning
Locations
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Map
10 Franklin Road,
#201, Roanoke, VA 24011-0008
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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