Jeffrey Chasman

Jeffrey D. Chasman, CRPC®
Director Financial Advisor Truist Investment Services, Inc.

5490 Chamblee Dunwoody Rd

Dunwoody, GA 30338-4129

Jeff.Chasman@truist.com

Phone 770-510-0018

Fax 770-391-5561

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About me

Background

Jeff Chasman is a Director and Financial Advisor with Truist Investment Services, Inc. His mission is to provide service to his clients in an environment of integrity and trust. With more than 20 years of experience as a Financial Advisor with Truist Investments and predecessors, Jeff strives to deliver a full range of investment planning strategies tailored to suit the client's unique needs.

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

Education

BBA Finance
University of Georgia 1998

Personal Interests

Jeff is a Georgia native, graduated from the University of Georgia with BBA in Finance, and enjoys spending his free time with his wife Heather, three kids Davis, Maddox, & Rian on the lake in the summer, and skiing out west in the winter.

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

  • 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

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