John Downey

John D. Downey, CFP®, CRPC®
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

3780 Roscommon Dr

Ormond Beach, FL 32174-2849

John.Downey@Truist.com

Phone 386-481-9669

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About me

Background

John Downey is a Financial Advisor and Managing Director with Truist Investment Services, Inc.  He is a CERTIFIED FINANCIAL PLANNERTM professional and has earned the Chartered Retirement Planning Counselor designation. John has provided financial planning services since 1994. He provides comprehensive financial plans to both individual and institutional clients. John and his team are committed to servicing their clients’ needs. Service is job #1.

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

Education

M.B.A.
Florida State University 1988 1989
Finance
University of Florida 1988

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

  • 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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