Joel White
Jr.
Vice President
Investment Manager
Vice President
Investment Manager
303 Peachtree St NE
31st Floor,
Atlanta, GA 30308-3200
About me
Background
Joel “Jody” White is an Investment Manager with Truist Bank offering clients more than 15 years of financial services, retirement planning, and investment management experience. As an Investment Manager, Jody works closely with clients, their families and advisors to develop and implement customized investment solutions across both public and private markets.
Jody’s focus is advising on the development and implementation of investment strategies to help high net worth clients address their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment strategy, and regular portfolio rebalancing in order to obtain measurable results.
Jody began his career serving clients at Robins Financial Credit Union in Macon, GA where he worked in various roles including branch manager. He then relocated to Atlanta and joined the GenSpring Family Offices in 2013, where he worked in investment management for ultra-high net worth clients.
Jody is an active member of the CFA Society of Atlanta and a Chartered Financial Analyst Level 2 candidate and serves on the Truist Investment Committee.
Investment Adviser Representative, Truist Advisory Services, Inc.
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FINRA's BrokerCheck
Education
Bachelors of Business Administration - Finance
Mercer University
2007
Personal Interests
Jody resides in Roswell, GA with his wife, Lydia, and their two children, Elliott and Reid.
Accomplishments
Performance Excellence Award
Truist
2019
Performance Excellence Award
Truist
2020
The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
