Jeff Alger

Jeff J. Alger
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

5205 Maryland Way

Suite 200,

Brentwood, TN 37027-1006

About me

Background

With 42 years of experience in the financial services industry, Jeff Alger is a seasoned and highly respected Senior Financial Advisor and Truist Investment Services. Known for his integrity, client-first approach, and consistent top-tier performance, Jeff has built a distinguished career helping individuals, families, and businesses achieve long-term financial success. 

Throughout his tenure, Jeff strives to earn the trust of clients and colleagues alike through his deep experience, thoughtful guidance, and unwavering commitment to excellence. His approach is grounded in building lasting relationships and delivering personalized strategies tailored to each client’s goals, whether its retirement planning, investment management, or wealth preservation.

Jeff’s reputation in the industry is marked not only by his results but also by the respect he commands as a mentor and leader. He is known for his professionalism, ethical standards, and dedication to continuous improvement—qualities that have made him a pillar within Truist and the broader financial advisory community. 

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Illinois State University 1973 1978

Personal Interests

Outside of work, Jeff is an engaged member of this community and enjoys spending time with his family, staying active outdoors, and giving back through volunteer and mentorship efforts. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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