Located on the Highway 71 South commercial corridor near Interstate 10 and Jackson Hospital at 2235 Highway 71, Marianna, FL 32448, Truist Wealth serves Jackson County retirees and multigenerational families through SEC-registered investment adviser Truist Advisory Services, Inc. (`CRD# 283390` / `SEC# 801-107729`) and FINRA/SIPC broker-dealer Truist Investment Services, Inc. (`CRD# 17499`). Branch wealth professionals Brett Michael Deavenport (`CRD# 7897752`, Series 7, 63, and 65, 0 disclosures) and Senior Wealth Advisor Jason Blair Davis (`CRD# 4321603`, 25+ years of securities experience, Series 7, 24, 63, and 65, 0 disclosures) provide fiduciary investment management, pension and DROP rollovers, retirement cash-flow modeling, long-term care insurance funding strategies, and corporate trustee and estate settlement coordination across Jackson County.
Official Verification Sources: SEC IAPD — Truist Advisory Services, Inc. (CRD# 283390) / Brett Michael Deavenport (CRD# 7897752); SEC IAPD — Jason Blair Davis (CRD# 4321603)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Truist Advisory Services, Inc. (CRD# 283390, SEC# 801-107729) & Truist Investment Services, Inc. (CRD# 17499) at 2235 Hwy 71, Marianna, FL 32448; registered professionals Brett Michael Deavenport (CRD# 7897752, 0 disclosures) and Jason Blair Davis (CRD# 4321603, 25+ yrs exp., 0 disclosures).
Factual details and direct answers about Truist Wealth — Brett M. Deavenport & Jason B. Davis (Truist Advisory Services, Inc.)'s services, licensing, and credentials.
Where is the Marianna Truist Wealth office located and what are its regulatory credentials?
Truist Wealth operates inside the Truist Bank branch at 2235 Highway 71, Marianna, FL 32448 ((850) 482-7240) through SEC-registered investment adviser Truist Advisory Services, Inc. (CRD# 283390 / SEC# 801-107729) and Truist Investment Services, Inc. (CRD# 17499), staffed by registered advisers Brett Michael Deavenport (CRD# 7897752) and Jason Blair Davis (CRD# 4321603).
Can Truist Wealth coordinate investment accounts with corporate trust and estate administration for Jackson County seniors?
Yes. Through Truist Advisory Services and Truist Bank's trust division, the Marianna team coordinates fiduciary investment portfolios with revocable living trusts, survivor income trusts, and estate administration alongside local Marianna elder law attorneys.
Connect with complementary legal, financial, and residential providers serving seniors in Marianna and Jackson County.
Fuqua & Milton, P.A.
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Chipola Apartments — FHFC LIHTC & HUD Project-Based Section 8 62+ Senior Apartments
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Sunland Center Marianna — APD / AHCA Long-Term Residential Care Campus (Facilities I, II & III)
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Edward Jones — David R. Carrel, AAMS™ (Marianna Jefferson Street Branch)
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Strategic Planning Partners, LLC — Timothy J. Hummel, CFP® & John J. Langford (Kovack Advisors, Inc.)
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Strategic Solutions Financial Group — Sharon D. ('Dee Dee') Martin & Freddie E. Spears, ChFC®, CLTC®, LUTCF® (Park Avenue Securities LLC)
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Stoutamire Financial & Insurance Services — Kenneth N. Stoutamire, CLU®, LUTCF® & Sarah J. Hodges (LPL Financial LLC)
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.