Jeffrey McCloskey SunTrust Investment Services
Jeffrey McCloskey is a Private Financial Advisor with SunTrust Investment Services, Inc. specializing in comprehensive financial planning and advice. He offers business owners, executives and other clients the development and implementation of investment strategies to help meet their immediate and future goals. Jeffrey came to SunTrust Investment Services from Ameriprise Financial, where he was previously a Private Financial Advisor.
As your SunTrust Financial Advisor, Jeffrey is committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to him and together we can develop a plan designed to meet your goals. Jeffrey follows a disciplined process of assessing his clients’ financial needs, setting and prioritizing goals, evaluating trade-offs and implementing financial strategies.
A native of Edison, NJ, Jeffrey earned a master’s degree in business administration from the Carey Business School at the Johns Hopkins University. In his spare time, Jeffrey enjoys reading and traveling. He and his wife, Janet, have one daughter.
SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.
SunTrust Investment Services
8510 Connecticut Avenue
Chevy Chase, MD 20815