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

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About me

Background

As a Financial Advisor with more than 20 years of industry experience, Jeffery Keczan offers clients extensive insight, guidance, and customized investment strategies. He follows a process that starts with an analysis of a client’s current investments, and helps them to determine and prioritize their goals. Using that information, he can make recommendations, match solutions, and promptly and accurately implement a plan that will be reviewed on a regular basis. 

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

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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