James LeDoux

James S. LeDoux
Wealth Advisor Truist Bank

Alabama

2501 20th Pl S,

Birmingham, AL 35223-1701

About me

Background

I’m a Wealth Advisor with Truist Bank, offering clients more than 15 years of financial services, retirement planning, and investment management experience. 

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

Education

Bachelor of Science in Finance and Depository Institutions Management
University of South Alabama- Mitchell College of Business 1996 2001

Personal Interests

I serve on the board of The Tum Tum Tree Foundation.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

To
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