Jeff Bulger

Jeff J. Bulger
Financial Advisor Private Client Group Truist Investment Services, Inc.
The BDM Group of Truist Investment Services, Inc.

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

About me

Background

As a financial advisor for The BDM Group, I have a passion for building meaningful client-advisor relationships through thoughtful communication that respects and addresses each client’s unique investment personality. My core focus is to help clients identify the personal and professional financial goals that matter most to them, and then create the appropriate strategies that are best suited to help achieve their stated goals. 

I began working at Bank of America Investment Services, now Merrill Lynch Wealth Management, in 1999, and joined BB&T Scott & Stringfellow in 2017. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s degree in Economics and Business
State University of New York at Potsdam 1995 1999

Personal Interests

In 1999, I earned a bachelor’s in economics and business from the State University of New York at Potsdam. When I’m not in the office, I enjoy activities in the Lake Norman area of Charlotte, NC, with my wife, Danielle, and our three boys.

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

  • 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

  • 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.

  • 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

To
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