Jeff Haines

Jeff Haines
Senior Vice President Wealth Regional Managing Director Truist Bank

515 E. Las Olas Blvd

4th Floor,

Ft Lauderdale, FL 33301

About me

Background

Jeff Haines is a Wealth Regional Managing Director with Truist Bank.

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

Education

Juris Docter in Law
University of Baltimore School of Law 1998
Bachelor of Science in Accounting
University of Maryland 1990

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

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

Locations

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