Jordan Battee

Jordan Battee
Assistant Vice President Wealth Advisor Associate Truist Bank

150 S. Warner Rd

Suite 270,

King of Prussia, PA 19406

Jordan.battee@truist.com

Phone 610-263-8674

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About me

Background

Jordan advises closely held business owners, corporate executives, and wealthy families in his role as a Wealth Advisor Associate at Truist Wealth in the Greater Philadelphia market. Jordan partners with a team of specialists to help clients formulate and execute wealth and business succession plans based on a thorough understanding of their goals, objectives, and values. Before joining Truist, he worked at Bank of America’s Private Bank for four years helping to customize wealth strategies for ultra-high-net-worth clients in the areas of retirement planning, executive planning, tax planning*, insurance strategies, philanthropic structures, business succession, and estate planning.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Education

Financial Planning and Wealth Management, B.S./Minor in Trust Management
University of Delaware 2020

Personal Interests

Jordan is actively involved with his local SPCA caring for unwanted, lost, and abused animals, and YMCA teaching youth basketball through camps, clinics, and leagues. Jordan resides in Ardmore with his wife Jessica. Jordan is a dedicated Philadelphia sports fan and enjoys traveling in his free time. 

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.

  • 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 needs of business-owners

Locations

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