Jason Apuzzio

Jason B. Apuzzio
Senior Vice President Wealth Advisor Truist Bank

100 Overlook Ctr

Suite 2109,

Princeton, NJ 08540-7814

About me

Background

Jason Apuzzio is a Senior Vice President and a Wealth Advisor in Princeton, NJ for Truist Bank. Jason has more than 21 years of experience providing comprehensive wealth management and private banking solutions. He is part of a team whose focus is helping clients by using a full lifecycle approach which provides holistic advice through their integrated and differentiated wealth management approach. Utilizing various solutions and strategies inclusive of: Investment management, strategic credit customized solutions, family governance, trust and estate planning, and risk management techniques they’re able to help high-net-worth clients’ financial picture.

The Truist Princeton location consists of two Wealth Advisors with over 45 years of combined experience with a focus on relationship management, investment management & strategic credit. Additional teammates also include an Investment Manager with over 25 years in asset and wealth management, an Advice & Planning Strategist with over 30 years of experience in estate and trust planning, a Fiduciary Advisor with over 25 years experience, and an experienced & attentive wealth service associate.

Prior to joining Truist, Jason was a Senior Relationship Strategist at PNC Private Bank, a Vice President of Global Sales at Opera Solutions, and an Advisor Consultant at BlackRock.

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

Bachelors, Economics
Bucknell University 2001
MBA
Cornell University 2009

Personal Interests

Jason and his wife, Melissa, live in New Hope, PA. In his spare time, Jason enjoys biking, reading, learning, and traveling with his wife. Previously he served as Vice Chair of the New Hope Planning Commission. Jason currently is part of the Advance Committee for the Princeton First Aid & Rescue Squad.

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.

  • 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

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

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