Jessica Charlton

Jessica Charlton
Assistant Vice President Business Development Officer Truist Investment Services, Inc.

514 Greenville Blvd

2nd Floor,

Greenville, NC 27858

jessica.charlton@truist.com

Phone 252-378-3293

Fax 252-321-8764

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About me

Background

Jessica has been in the financial services industry for over 16 years. A native of Pitt County, she graduated from East Carolina University with a BSBA in Managerial Finance and started her career with Truist in 2009. She strives to be a leader in her role. In 2012, she joined Truist Investment Services, Inc., as a Registered Client Service Associate and transitioned to a Business Development Officer in 2023 as an extension to the Financial Advisors on her team. 

The knowledge and background she brings to the team, along with her willingness to serve clients, enhances our overall client experience. Jessica holds her FINRA 7, 9, 10, 66, Life, Health, and Long-Term Care licenses. 

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

BSBA
East Carolina University 2009

Personal Interests

Jessica is married to Everett and has two daughters, Claire and Chloe. She enjoys being at the beach during the summer, traveling, and spending time with family and close friends. She has served on many boards in her community over the years and currently serves in the women’s ministry and children’s ministry at her church. 

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

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

  • Top-notch service delivery and support for the private banking 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

Locations

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