Alex Jacobs

Alex Jacobs
Virtual Premier Banker

117 Garrisonville Road

Stafford, VA 22554

Alex.Jacobs@truist.com

Phone 540-628-7035

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About me

Background

I am a Premier Banker with Truist, offering over 20 years of experience in the Banking and Financial Services Industry. My purpose is to empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique goals and aspirations, while providing an exceptional experience now and into the future
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

Masters of Business Administration
San Francisco State University 2011

Personal interests

I’m a native Californian who moved to Florida approximately 4 years ago with my wife and daughter -  before settling in Stafford, Virginia in 2023

Specialties

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

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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