Jim Applewhite

Jim Applewhite
Managing Director Financial Advisor Truist Investment Services, Inc.

3605 Glenwood Ave,

Suite 400,

Raleigh, NC 27612

jim.applewhite@truist.com

Phone 919-719-0100

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About me

Background

Jim Applewhite is a Financial Advisor/Managing Director with Truist Investment Services, Inc. Beginning his career as a bond trader with Mabon Nugent & Co in 1985, Jim has served as a financial advisor for institutions and individuals since 1990. Jim worked as an investment officer with Barnett Bank of Florida (acquired by Bank of America) from 1991 through 1994, First Union/Wachovia/Wells Fargo from 1994 to 2012, and finally BB&T Securities/Truist Investment Services from 2012 to present. He offers his clients significant experience in the following areas: customized portfolio construction, including specialized fixed income selection; retirement planning/implementation, insurance solutions, alternative investment strategies, and financial planning. *
  
*Alternative investments carry unique risks and are not suitable for all investors.
Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Batchelor of Arts, Political Science, magna cum laude
Duke University 1983

Personal Interests

Jim and his wife Martha live in Holly Springs, NC, and also enjoy their second home in Emerald Isle, NC, as well as boating, sporting events, golf, and local community events/concerts. Jim has served as a volunteer basketball coach for local youth organizations, as well as a Big Brother for Big Brothers Big Sisters of the Triangle. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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

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