Jack Christian, CFA®, CFP®, is a Financial Planner helping successful families build financial wellness. In his previous role, Jack was a Senior Wealth Advisor for Truist Bank, developing plans for clients that addressed their goals through prudent investment management, financial and estate planning, and custom credit solutions. He is an active member of CFA Society Miami and holds a Bachelor of Business Administration from Appalachian State University.
A native of North Carolina, Jack has lived in Florida since 2006 and is a longtime Miami Dolphins season ticket holder.
- Bachelor of Business Administration, Appalachian State University
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ practitioner