Jocelyn McBride

Jocelyn McBride
Financial Consultant Investment Services Group Truist Investment Services, Inc.

4460 Six Forks Rd

Raleigh, NC 27609-5720

jocelyn.mcbride@truist.com

Phone 919-326-7966

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About me

Background

Jocelyn McBride is a Financial Consultant with Truist Investment Services, Inc. She offers clients more than 6 years of financial services, retirement planning, and investment management experience. Jocelyn lives in Wake Forest and enjoys spending time with her family, friends, and church community. 

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

Education

Bachelor of Science in Applied Sociology
East Carolina University 2014

Personal Interests

Serving and discipling women in Restorative Transition housing, and the North Carolina Correctional Institution for Women through The Summit Church Prison Ministry. 

Specialties

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

  • 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.

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Locations

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