Jarrod Burgess

Jarrod C. Burgess
Regional Director

5128 Apache Plume Rd

Fort Worth, TX 76109-1540

About me

Background

I am a Regional Director with Truist Wealth, with over 18 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

B.B.A. Finance
University of Texas at Arlington 2002

Personal Interests

I serve on the Epilepsy Foundation of Texas Board. On the weekends, I enjoy spending time with my family and watersports.

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.

To
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