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Jamie Rowell

Jamie Rowell, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Horizon Group of Truist Investment Services, Inc.

1100 Plantation Island Dr S

Suite 240,

Saint Augustine, FL 32080-5173

JRowell@truist.com

Phone 904-671-8161

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About me

Background

Jamie Rowell is a 1997 graduate of the University of Georgia, Terry College of Business where he earned his bachelor’s degree in business management. Jamie began his investment and wealth management career directly following his graduation. Jamie joined First Union (Wachovia) in 1999 and was integral to building out the bank’s Private Banking platform. Jamie and his wife, Lisa, currently run two non-profits, one focused on the rescue and rehabilitation of Florida’s native wildlife and the other a youth sporting organization. They live in St Augustine with their children, Chase and Isla.

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

Education

Bachelor’s degree in business management
University of Georgia 1997

Specialties

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

Locations

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