Jane Watson

Jane G. Watson, CFP®, CTFA
Managing Director Wealth Advisor Truist Bank

434 Fayetteville St

Raleigh, NC 27601-1741

About me

Background

Jane Watson is a Certified Financial Planner (CFP®) and Certified Trust Financial Advisor (CTFA) providing wealth management solutions for families in her role as a Senior Wealth Advisor. Since 1993, she has partnered with a team of specialists focused on providing customized financial planning, banking, and fiduciary services.   

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 in Business Management
North Carolina State University 1984 1988

Personal Interests

Jane is actively involved with multiple community service activities through her church and alma mater in Raleigh where she and her husband, David, reside. They enjoy traveling to visit their adult daughters in addition to visiting their second home in Morehead City.

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

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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