Jake Hermans

Jake Hermans, CFP®
Senior Vice President Financial Consultant Private Client Group Truist Investment Services, Inc.

235 Magrath Darby Blvd

Suite 330,

Mount Pleasant, SC 29464

Jake.Hermans@Truist.com

Phone 843-800-6677

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About me

Background

As a Financial Consultant with Truist Investment Services, Inc. in Mount Pleasant, South Carolina, Jake offers clients more than 17 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, credit, estate planning, philanthropy, and family governance.

As a CERTIFIED FINANCIAL PLANNER™ designee and Financial Consultant, Jake works to uncover your definition of success so that he can help create a vision for the future and implement a comprehensive plan to help address those goals. Jake will work with you to identify ways to maximize positive opportunities, help mitigate negative results and provide you financial well-being for today, and tomorrow.

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

Education

B.A. International Business
Rollins College 1998 2002

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

  • 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

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