John Jack Saffran

John Jack Saffran
Wealth Advisor

1300 Liberty Rd

Sykesville, MD 21784-5300

About me

Background

As a Wealth Advisor with Truist Bank, with more than 16 years of experience in financial services, I help clients take a comprehensive, strategic, and ongoing approach to financial planning. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, I develop recommendations tailored to my clients’ needs, priorities, and preferences.

As a relationship manager, I serve as a single point of contact for my clients to help keep things simple, while building lasting, trusting relationships.   

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

Education

Bachelor's degree in Economics
UMBC 2004

Personal Interests

A native of Baltimore, MD, I’m a graduate of the University of Maryland Baltimore County (UMBC) and a member of the South Carroll Business Association. As a sports enthusiast and father of three, I enjoy coaching youth baseball, basketball, and football in the Sykesville community.

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.

Accomplishments

AAA Advisor Award
BB&T Now Truist 2019
Sterling Performer
BB&T Now Truist 2018
Annual Elite Performer
BB&T Now Truist 2016
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