Todd Eastman

Todd C. Eastman, CFA®, CFP®
Senior Vice President Investment Manager

100 Sawgrass Corners Dr

Ponte Vedra Beach, FL 32082-3567

Todd.Eastman@Truist.com

Phone 904-273-2243

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About me

Background

Todd Eastman is a Senior Vice President and Investment Manager with the Investment Solutions Group of Truist Wealth. Todd provides proactive, custom investment management solutions for clients using a disciplined, risk-adjusted asset management process through the Reserve Fiduciary platform.

Todd has been with Truist and its predecessor since 2009 and in the financial services industry since 1993. Prior to joining Truist, Todd spent eight years with US Trust/Bank of America in a similar capacity. The first seven years of his career were split evenly between Raymond James & Associates as an institutional fixed income analyst and Barnett Bank’s Capital Advisory Group where he served as both analyst and provided portfolio management on the institutional side of the business. 

Todd has earned the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He has also successfully completed all three years of the Florida Bankers Association Trust School.

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

Education

Bachelor's degree in Finance
Florida State University 1992

Personal Interests

Todd is an active member of the CFA Society of Jacksonville and the Association for Investment Management and Research. He is a native of North Florida and earned a bachelor’s degree in Finance at the Florida State University.

Specialties

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Performance Excellence Award
Truist 2020
The Truist 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.

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