Jarrod Burgess

Jarrod C. Burgess
Senior Vice President Regional Managing Director Truist Bank

5128 Apache Plume Rd

Suite 350,

Fort Worth, TX 76109-1540

About me

Background

Jarrod serves as Wealth Regional Managing Director and oversees the Truist Wealth Advisory teams within Texas and California.

Since being named to this position in May of 2017, Jarrod has been recognized for top performance in insurance revenue, credit growth, and referrals back to the commercial bank. Before joining Truist, Jarrod was with Bank of America for 12 years. He held various leadership roles in the Premier Banking and Investments business as well as Merrill Lynch Wealth Management. Jarrod is proud to have over 24 years in the Financial Services industry.

Jarrod is passionate about helping others and developing teammates.  

Jarrod earned his BBA in Finance at the University of Texas at Arlington. Jarrod resides in Granbury, TX with his wife, Kristi, and their two children, Abby and Ryan.  When he isn't working, Jarrod enjoys spending time on the lake with his family.

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. 

Truist is headquartered in Charlotte, North Carolina, and offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Truist Bank, Member FDIC. Learn more at Truist.com.

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 resides in Granbury, Texas with his wife, Kristi, and their two children, Abby and Ryan.  When he isn’t working, Jarrod enjoys spending time on the lake 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 needs of business-owners

Locations

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