Karen Mayfield

Karen B. Mayfield, CFP®, CTFA
Wealth Advisor Truist Bank

200 W Forsyth St

5th Floor,

Jacksonville, FL 32202-4300

About me

Background

Karen Mayfield is a Senior Wealth Advisor with Truist Bank, offering high-net-worth clients more than 25 years of financial services that include complex estate and financial planning, and investment management. 

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 of Science
University of Tampa 1998 2002

Personal Interests

Mayfield serves on the boards of the Women’s Giving Alliance, Brooks YMCA Advisory Board, and the Estate Planning Council of NE Florida. She is active in Leadership Florida and the Baptist Advisory Committee, a past president of Leadership Jacksonville, and a sustaining member of the Junior League. 

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Gold Performance Excellence Winner
SunTrust now Truist 2019
Gold Performance Excellence Winner
SunTrust now Truist 2018
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.