Wealth management is an extremely huge platform and wealth management personnel may involve financial planning by using several financial elements such as personal banking, real estate planning, asset management, investment resources, and legal resources. A wealth management company functions by the incorporation of various financial tools such as stocks and stock trading, equity linked investments, structured investment products, structure savings products and byproducts, investment solutions and property management, mutual funds and unit trusts, and alternative investment choices.
Usually, a wealth management professional investigates your wealth related problems and they match the available risk profile with suitable investment instrument and then advise you definite investment options. They may offer numerous services such as financial education, tax services and planning, private banking, investment management, administration, insurance, pensions, and fund administration and corporate services. Wealth management by an established individual is always better than your wealth management as these individuals work very skillfully. They analyze your financial plans such as investments, insurance plan, etc. and will give you an idea about the risks included in them. You can also get advantages from these companies if you are looking to make some productive investments.
Grace Jackson Suntrust is a well-known finance and wealth management professional who has experience in this field for more than twenty three years. She has worked in Sun Trust Bank in credit strategy private wealth management as head for almost eight months. She has also worked at Sun Trust Bank as credit advisory executive senior Vice President for more than six years.
Grace has a successful track record of constructing and leading an international as well as national credit delivery system for Wealth Management. She has managed $8.1 Billion loan portfolio and managed a team of more than one hundred and thirty credit professionals driving credit sales, execution, and strategy. She is proficient in organizing capital needs for
- High Net Worth Individuals
- Commercial Entities
- International clients
- Trusts
- Estates
- Medical Practices
- Law Firms
Grace rightly states that wealth management is much more than just giving instruction. As a wealth management expert, she handles virtually each financial aspect of a client’s life. The viewpoint is that instead of getting services from various experts in the financial field, it is more effectual to have one group give a more all-inclusive service.
Before coming into the professional life, Grace Jackson Suntrust has completed her MBA degree in Finance from University of Pittsburgh – Joseph M. Katz Graduate School of Business. She has obtained her Bachelor’s Degree in Business, Management, marketing and related support services from Illinois State University.
Grace Jackson is associated with a number of associations such as Atlanta Technical College as Foundation Board Member, RMA National private Lending Committee as Chairman and at Legacy Christian Academy as President.
Grace is regarded as an outstanding leader, a strategic thinker who delivers results. Her knowledge in the wealth management business is simply brilliant and thus she has a proven track record of success.