Jeffrey McCloskey

Jeffrey C. McCloskey
Managing Director Financial Advisor Truist Investment Services, Inc.

7969 Tuckerman Ln

Potomac, MD 20854-3243

Jeffrey.McCloskey@Truist.com

Phone 301-685-9010

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About me

Background

At Truist, our purpose is to inspire and build better lives and communities. Truist Wealth delivers holistic wealth management solutions to affluent, high, and ultra-high net worth individuals, families, and business owners across the U.S. and abroad. With Truist Wealth offices in Potomac and Bethesda, MD — Jeffrey leads the delivery of our Purpose Driven Wealth Experience, Listen – Team – Plan – Review.

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

Education

MBA
The Johns Hopkins University 2009 2012
Master of Science
The Johns Hopkins University 1999 2001
Bachelor of Arts
Rutgers University 1994 1998

Personal Interests

Jeffrey McCloskey is a member of the Financial Planning Association (National Capital Area), and on the Board of Directors for the Poolesville Area Chamber of Commerce. He is also a member of Maryland Tech Council Maryland Life Sciences (MDLS) division which includes the Baltimore Regional Tech Council and Prince George's County Tech Council.

Specialties

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

  • 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

  • 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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