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Jennifer Alexander

Jennifer Alexander
Vice President Wealth Advisor Truist Bank

1026 17th Ave S

Nashville, TN 37212-2202

Jennifer.Oldham@Truist.com

Phone 615-748-5661

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About me

Background

Jennifer Alexander is a Vice President with Truist Bank and a Wealth Advisor with the Sports and Entertainment Specialty Group. She offers clients more than 22 years of comprehensive wealth management experience with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

She holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep experience of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to, learn about and understand the critical aspects of a client’s financial life so that she can assess the interaction and far-reaching impact of their multiple objectives.

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

Education

Bachelor's Degree
Western Kentucky University 1996 2001

Personal Interests

Jennifer is a native of Bowling Green, KY, and a graduate of Western Kentucky University.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

Locations

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