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Jeff Howle

Jeff S. Howle
Wealth Advisor Truist Bank

163 Plantation Ridge Dr

Mooresville, NC 28117-9159

Jeff.Howle@Truist.com

Phone 704-954-1387

Fax 704-663-6080

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About me

Background

Jeff Howle is Wealth Advisor with Truist Bank serving as a relationship manager and advocate for wealth management clients and their families. He is supported by a team of specialists who work together to deliver personalized and tailored solutions that address specific banking, credit, investment management, insurance, trust, and estate planning needs in order to help his clients accumulate, grow, preserve, and distribute their wealth.

He believes one of the best ways to help his clients achieve financial success and security is by the development of a well-constructed and customized financial plan serving as a strategic roadmap to create the ability to pursue short and long-term financial goals.

As a trusted advisor for over 30 years, Jeff greatly values the confidence his clients have in him and strives each day to exceed their expectations by delivering service that is reliable, responsive, empathetic, and competent.

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

Education

B.S. Economics & Business Management
North Carolina State University 1984 1988

Personal Interests

Jeff is married with two grown children. In addition to actively participating in the Lake Norman community, he enjoys spending time with his family, boating, and playing golf. 

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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