Jennifer Beaulieu

Jennifer H. Beaulieu
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

5369 Ballantyne Commons Pkwy

1st Floor,

Charlotte, NC 28277-0525

Jennifer.Beaulieu@Truist.com

Phone 704-814-8502

Fax 704-814-8558

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About me

Background

Jennifer Beaulieu is a Financial Advisor with Truist Investment Services, Inc. For more than 20 years, she has found great fulfillment in empowering and educating clients about financial matters, and providing thoughtful one-on-one guidance.

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

Education

Bachelor of Science in Business Administration with a concentration in Financial Economics
Carson-Newman University 2001

Personal Interests

Jennifer and her husband, Isaiah have two children, Madison and Colton. Her passion for helping people extends to her community. She can also be described as a dance mom, sideline motivator, snack provider, and school parent helper. 

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

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

  • 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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