Jocelyn McBride

Jocelyn McBride
Financial Consultant Investment Services Group Truist Investment Services, Inc.

4460 Six Forks Rd

Raleigh, NC 27609-5720

jocelyn.mcbride@truist.com

Phone 919-326-7966

Fax 919-453-1799

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About me

Background

Jocelyn McBride is a Financial Consultant with Truist Investment Services, Inc. She offers clients more than 6 years of financial services, retirement planning, and investment management experience. Jocelyn lives in Wake Forest and enjoys spending time with her family, friends, and church community.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

East Carolina University 2014

Personal Interests

Jocelyn enjoys spending time with her family and friends. She is actively involved with her church and serves with the MATCH program through North Carolina Correctional Institution for Women. 

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

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

Locations

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