Jim Brennan

Jim Brennan, CFP®, PFS
Managing Director Wealth Advisor Truist Bank

401 E Jackson St

Suite 2000,

Tampa, FL 33602-5209

About me

Background

Jim Brennan is Managing Director and Senior Wealth Advisor with Truist Bank and part of the GenSpring group. He teams with Lex Smith and Joe DiVincenzo in supporting their client’s family legacy planning. With almost 30 years of experience, Jim is a valuable resource in helping families strive towards financial well-being by providing advisory services in a variety of areas, including: investments, estate and gift tax planning, business succession planning, charitable gift planning, family governance and education, income tax planning strategies, retirement and cash flow planning, and insurance needs and product analysis.

Prior to re-joining GenSpring in 2021, Jim held the position of Executive Director for Ernst & Young’s Private Client Group leading their regional Wealth Advisory Group efforts. In 2005, Jim originally joined GenSpring and was the Managing Director of GenSpring’s Florida-West Region, which included the firm’s Orlando, Tampa Bay and Sarasota markets. In this role, he had direct responsibility for the client experience at these offices. Prior to joining GenSpring in 2005, Jim was the Director of Financial Planning with KPMG, working with many of Florida and Georgia’s most prestigious families. 

Jim has been published in the Estate Planning Journal in January 2018, "Non-Tax Concerns Raise Need for Family-Entity Planning". Jim is a Personal Financial Specialist (PFS) and a CERTIFIED FINANCIAL PLANNER™ professional.

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

BS - Finance
St. John’s University 1989
MBA - Accounting
St. John’s University 1996
Florida Licensed Certified Public Accountant (CPA)

Personal Interests

Jim graduated with honors from St. John’s University, New York. He holds a bachelor’s degree in finance and a master’s degree (MBA) in accounting.

Jim enjoys being involved in the community and served as a member of the Planned Giving Council for the Tampa General Hospital Foundation. He was on the board of Dominion Financial Group, a Tampa family business investing in oil and gas, merchant banking, real estate and financial services, and was a member of the management committee for Florida Investors Capital, a Tampa Bay-based real estate investment fund.

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.

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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.

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}