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

5490 Chamblee Dunwoody Rd

Dunwoody, GA 30338-4129

About me

Background

Jeff Chasman is a Vice President and Financial Advisor with Truist Investment Services, Inc. His mission is to provide exceptional 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 can 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 and his wife, Heather, have resided in Brookhaven since 2002 with their three children; Davis 18, Maddox 16, and Rian 12. Jeff has served as director of finance on the board of Murphey Candler Baseball, and enjoys mountain biking, playing guitar, and coaching youth sports in his free time.

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

  • 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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