Jesse Masear

Jesse L. Masear
Vice President Medical Wealth Advisor Truist Bank

120 E Baltimore St

24th Floor,

Baltimore, MD 21202-1605

Jesse.L.Masear@Truist.com

Phone 410-986-1669

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About me

Background

Jesse Masear is a Medical Wealth Advisor for the Medical Specialty Group with Truist Bank. He had been assisting physicians and their families with over 11 years of financial services, retirement planning, and investment management experience. Jesse’s goal as an advisor is to guide clients through each phase of their medical career. Please reach out to Jesse if you’re interested in starting your goal-based path journey.

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

MBA - Finance
Johns Hopkins - Carey Business School 2020
AB – Molecular Biology
Princeton University

Personal Interests

Jesse enjoys being active in his community through coaching Navy Youth Hockey. He also volunteers with Combos for Kids, a charity designed to help disadvantaged youth enjoy and fishing in Maryland. Jesse is also involved with Camp Open Arms, a specialized camp for children with limb deformities. Camp Open Arms allows  these children to experience the joy of attending camp. His other hobbies include exercise in all forms, sport, fishing and enjoying all that Maryland has to offer.

Specialties

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

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Locations

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