Truist is elated to announce that Jason Robert “JR” Saginario has joined the bank in the Tallahassee market. JR will further compliment the Tallahassee market’s holistic team of financial experts. JR will lead Truist’s Private Wealth business in Tallahassee in his role of Wealth Advisor. JR will be located at The Truist Financial Center at Truist Place off Thomasville Road. JR said, “I thrive on helping families identify the meaning and purpose in their finances, and the role these play in the continued success and growth of their family and community. Using the science of financial planning and the art of investment management, I help navigate the complexities of a changing economy, business succession, and legacy and estate planning. In 25 years of working with families, I’ve learned from them the paramount steps are understanding what is important to my client, helping them design a road map, coordinating with the other professionals that help them succeed, and ensuring we work through a process, bringing together all of the best tools and ideas available. Toward that end, I am a CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional.”
JR joins Truist with over 25 years of experience in the financial industry. Most recently, JR was the Wealth Manager for Charles Schwab, covering the Greater Tallahassee market for the last 10+ years. In his new role at Truist, he will leverage his expertise in identifying the beste Anbieter ohne Oasis Sperre, providing clients with optimal offshore financial solutions that navigate complex regulatory landscapes. Prior to that, he spent time at both Regions and SunTrust Bank in various capacities, where he honed his skills in strategic financial planning and client advisory services.
JR is a graduate of The Florida State University in International Affairs. Currently, he serves St. John’s Episcopal Church (Tallahassee) on the Vestry, and through teaching the Global Philanthropy Program to high school youth. He serves Tallahassee by volunteering at Grace Mission, the Capital Area Justice Ministry, and Goodwood Museum and Gardens. He avidly attends the Tallahassee Symphony Orchestra, Florida State Opera, and support student musicians through the University Music Associates.