John Downey

John D. Downey, CFP®, CRPC®
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

3780 Roscommon Dr

Ormond Beach, FL 32174-2849

John.Downey@Truist.com

Phone 386-481-9669

Fax 386-615-4511

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About me

Background

John Downey serves as a Financial Advisor and Managing Director at Truist Investment Services, Inc. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor designation. With experience in financial planning since 1994, John delivers comprehensive financial strategies for both individual and institutional clients. He and his team are dedicated to meeting their clients’ needs, with client service as their highest priority.

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

Education

M.B.A.
Florida State University 1988 1989
Finance
University of Florida 1988

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

  • 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

Locations

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