Jesse Masear

Jesse Masear
Wealth Advisor Truist Bank

120 E Baltimore St

23rd Floor,

Baltimore, MD 21202-1605

About me

Background

Jesse Masear is a Medical Wealth Advisor for the Medical Specialty Group with Truist Wealth, offering clients more than 11 years of financial services, retirement planning, and investment management experience.

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

MBA in Finance
Johns Hopkins - Carey Business School 2020
AB – Molecular Biology
Princeton University

Personal Interests

Jesse is active in the community, a coach with Navy youth hockey, and enjoy coaching his sons, sports, fishing, and all that Maryland has to offer.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

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