Jason Sykes

Jason S. Sykes, CFP®, CTFA
Senior Vice President Wealth Advisor Truist Bank

214 North Tryon St

FL 33,

Charlotte, NC 28202-0026

Jason.Sykes@Truist.com

Phone 704-526-4448

Fax 704-551-0669

Get directions

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About me

Background

Jason Sykes is a Wealth Advisor with Truist Bank, offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together professionals in investments, financial planning, credit, and estate strategies.

Jason takes the time to talk to, learn about, and understand the critical aspects of a client's financial life so that he can help assess the interaction and far-reaching impact of their multiple objectives. He then brings together all of Truist's resources to help recommend solutions that are in the client's best interests.

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

M.B.A Business Administration
Campbell University 1997
B.A. Trust - Wealth Management
Campbell University

Personal Interests

Jason serves on the board of directors for the Trust Education Foundation at Campbell University. He volunteers his time with Zabs’ Place, a non-profit in Matthews, NC, helping young adults with disabilities with job skills.  He is also an avid musician, as well as a bad but enthusiastic golfer.  He and his family live in Matthews, NC.

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

  • 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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