Jock Folley

Jock A. Folley, CFP®
Medical Wealth Advisor Truist Bank

305 Church at North Hills St

10th Floor,

Raleigh, NC 27609-5177

About me

Background

I’m a Medical Wealth Advisor with Truist Wealth, offering clients more than 30 years of comprehensive wealth experience. As a part of the Medical Specialty Group, I work with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. I’ve earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation.

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

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

Education

B.A.
University of North Carolina - Chapel Hill 1980

Personal Interests

I’m a native of Greensboro, NC, and a graduate of the University of North Carolina – Chapel Hill.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

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