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J.R. Saginario, AAMS®, CFP®
Senior Vice President Wealth Advisor Truist Bank

3522 Thomasville Rd

Tallahassee, FL 32309-3406

About me

Background

J.R. Saginario thrives on helping families identify the meaning and purpose in their finances, and the role these play in the continued success and growth of their family and community. Using the science of financial planning and the art of investment management, he helps navigate the complexities of a changing economy, business succession, and legacy and estate planning. 

In 25 years of working with families, J.R. has learned from them the paramount steps are understanding what is important to his clients, helping them design a road map, coordinating with the other professionals that help them succeed, and ensuring they work through a process, bringing together all of the best tools and ideas available. Toward that end, he is a CERTIFIED FINANCIAL PLANNER ™ professional. 

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

BA, International Affairs
Florida State University 1998

Personal Interests

Currently J.R. serves St. John’s Episcopal Church (Tallahassee) on the Vestry and teaches the Global Philanthropy Program to the high school youth. He serves his community by volunteering at Grace Mission, the Capital Area Justice Ministry, and Goodwood Museum and Gardens. He avidly attends the Tallahassee Symphony Orchestra, Florida State Opera, and supports student musicians through the University Music Associates, who he thinks enriches lives through music. 

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

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