Jared Baize

Jared Baize
Assistant Vice President Financial Consultant Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mt Pleasant, SC 29464

jared.baize@truist.com

Phone 843-722-7807

Fax 843-577-9937

Get directions

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About me

Background

Jared serves as a Financial Consultant with Truist Investment Services, Inc. As a Financial Consultant with The Kazley Financial Group of Truist Investment Services, Inc., Jared enjoys meeting with clients to understand their needs and providing customized, one-on-one, tailored portfolios and investment management designed to help them achieve stated goals. He has over 16 years of financial industry experience in investing, planning, and previous experience in banking. 

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

Education

Bachelor of Business Management
Krannert School of Management, Purdue University

Personal Interests

Jared cherishes spending time with his wife and three children. He's active in coaching youth sports, particularly his son’s little league team in the local community. Jared also enjoys traveling, fishing, golfing and reading financial literature and biographies. 

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

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

  • 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

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

Locations

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