Jarrod Burgess

Jarrod C. Burgess
Senior Vice President Regional Director Truist Bank

5128 Apache Plume Rd

3rd Floor,

Fort Worth, TX 76109-1540

Jarrod.Burgess@Truist.com

Phone 817-585-2225

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About me

Background

Jarrod Burgess is a regional director with Truist Wealth, with over 20 years of experience in the financial services industry leading teams that specialize in working with affluent clients, business owners, and their families.

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 Business Administration - Finance
University of Texas at Arlington 2002

Personal Interests

Jarrod serves on the board of the Epilepsy Foundation of Texas. On the weekends, he enjoys watersports and spending time with his family.

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.

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

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

Locations

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