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.
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.
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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.