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Jeremy Beakes

Jeremy Beakes, CTFA
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Cypress Group of Truist Investment Services, Inc.

101 N 3rd St

3rd Floor,

Wilmington, NC 28401-4034

Jeremy.Beakes@Truist.com

Phone 910-473-5308

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About me

Background

Jeremy Beakes is a managing director and Financial Advisor with Truist Investment Services, Inc., offering over 20 years of experience in trusts, investments, wealth management and financial planning. He takes the time to get to know his clients on a deep and personal level so that he can offer them highly customized, holistic advice that is centered on what is most important to them. He began his career with Truist’s predecessor firm, BB&T, in its Management Development Program. Jeremy holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Banker’s Association as well as Series 7, 65, 63 securities licenses and Life and Health Insurance License.

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

Education

BBA in Trust & Wealth Management, Minor in Financial Planning
Campbell University 2000
MBA
Campbell University 2000

Personal Interests

Jeremy serves on the board of directors for the Wilmington Area Rebuilding Ministry (WARM) and Port City Community Church.  Jeremy and his wife, Sarah, have two daughters, ages fifteen and eight. He enjoys spending time at the beach, paddle boarding, supporting local theater, and traveling with his family.

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

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

  • 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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