John D. Downey,
CFP®, CRPC®
Managing Director
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
3780 Roscommon Dr
Ormond Beach, FL 32174-2849
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.Education
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
Recommended Resources
Market Perspective Fuel to the rally – Expect a choppy path higher
Markets are responding positively today to easing geopolitical tensions and falling oil prices, reinforcing our view that the ongoing bull market deserves the benefit of the doubt.
Market Pulse Stocks Surge and Yields Reverse Course
Market views heading into the week highlight what we're watching and important news ahead.
Economic Commentary Job growth rebounded in March
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.