T.J. McGee

T.J. McGee, CFP®
Officer Financial Consultant Private Client Group Truist Investment Services, Inc.
The Lighthouse Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Raleigh, NC 27612

t.j.mcgee@truist.com

Phone 919-424-6897

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About me

Background

T.J is a Financial Consultant with The Lighthouse Group of Truist Investment Services, Inc. He previously served as a Vice President for a regional trust company in New Orleans, Louisiana, specializing in providing clients with advisory wealth management. McGee received his Master of Business Administration and Bachelor of Business Administration from Campbell University‘s Trust and Wealth Management program, where he also minored in financial planning. He also earned his Certified Retirement Services Professional designation from the American Bankers Association, is a graduate of the Southeastern Trust School and holds the CERTIFIED FINANCIAL PLANNER™ certification. 

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

Education

Bachelor of Business Administration, BBA
Campbell University
Master of Business Administration, MBA
Campbell University

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

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