Jeffery Keczan

Jeffery M. Keczan
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

2692 N Highway 17

1st Floor,

Mt Pleasant, SC 29466-6899

JKeczan@Truist.com

Phone 843-388-1016

Fax 843-388-1010

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About me

Background

Jeffery Keczan is a Vice President, Financial Advisor and a founding member of the Keczan-Hylton Group of Truist Investment Services, Inc. With two decades of experience in financial services, Jeffery delivers strategic guidance in portfolio management, financial planning, and risk management to help clients work towards their long-term financial goals.

Since 2006, Jeffery has played a key role in building a client-first practice that spans South Carolina, Virginia, and West Virginia.  His approach is rooted in personalized service, disciplined planning, and a deep understanding of today’s financial landscape.


Investment Adviser Representative, Truist Advisory Services, Inc.

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

Education

Bachelors of Science in Finance
West Virginia University 1999 2003
Master’s of Business Administration
Concord University 2023

Personal Interests

Originally from Bluefield, West Virginia, he now lives in Mount Pleasant, South Carolina, with his wife, Loressa, and son, Blake. Outside of work, he enjoys spending time with his family, playing golf, reading, watching movies, watching sports, and embracing the relaxed charm of the Low Country lifestyle. 

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

  • Top-notch service delivery and support for the private banking 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

Locations

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