Jeff Seavey

Jeff Seavey, CFP®
Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Jeff Seavey is a Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional with Truist Bank, with over 35 years of broad commercial, corporate, and personal financial services experience. He serves a select number of high-net-worth families on investment policy and asset allocation, tax, financial planning and estate strategies, private banking, and business succession planning.

Prior to joining Truist Bank, Jeff spent 15 years with heritage SunTrust Bank and Bank of America in commercial and corporate banking, providing corporate finance, credit, and capital markets services to large and mid-sized companies, including a focus on insurance companies. At heritage SunTrust Bank, he also served as a credit risk manager for specialty industry groups, such as restaurants and private education companies, and managed debt investments and other risk exposures related to leveraged buyout and private equity transactions

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

BS Economics
Middlebury College 1986

Personal Interests

Jeff earned a Bachelor’s in Economics from Middlebury College, and currently serves on the advisory council of The Trust for Public Land, the Board of Governors of the LifeLink Foundation, and chair the Advisory Council of Theatrical Outfit. Jeff and his wife, Jennifer, have three adult children and reside in Marietta, GA.

Specialties

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; 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.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

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

Accomplishments

Gold Performance Excellence Award
SunTrust now Truist 2016
Platinum Performance Excellence Award
SunTrust now Truist 2017
Platinum Performance Excellence Award
SunTrust now Truist 2018
The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.