Jeremy Stauss

Jeremy B. Stauss, CFP®
Senior Vice President Wealth Advisor Truist Bank

270 N Kimball Ave

Southlake, TX 76092

Jeremy.Stauss@Truist.com

Phone 817-344-7065

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About me

Background

Jeremy Stauss is a Wealth Advisor with Truist Bank. He offers clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, credit, estate planning, philanthropy, and family governance.

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

Associate Degree
Monterey Peninsula College 1996 1998
Bachelor Degree
University of North Texas 2001 2002

Personal Interests

Living in Trophy Club, Texas, with his family, Jeremy presently serves as the president of the North Texas Epilepsy Foundation and is very active in his church and community.

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

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

Locations

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