Jeffrey McCloskey

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

7969 Tuckerman Ln

Potomac, MD 20854-3243

About me

Background

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 & Prince George’s County Tech Council.

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

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

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

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

To
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