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Jim Barker
Financial Advisor Private Client Group Truist Investment Services, Inc.

401 Commerce St

Suite 4400,

Nashville, TN 37219-2405

About me

Background

Since 1993, I have been driven by my passion for and commitment to serving others. Client-focused and results driven, I believe that strong relationships serve as the foundation for trust, empathy, and effort.

Investment Advisor Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree
University of Tennessee

Personal Interests

I’m a former board member of the Mental Health Association of Middle Tennessee and the Sexual Abuse Center. I also participate in a weekly men's group to discuss such topics as better parenting skills. I teach spin cycling at my local YMCA and am a big fan of boxing, concerts, and Tennessee Vols and Titans football.

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

To
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