Jack Morey, CFP®, ChFC®, CLU®, Private Financial Advisor

SunTrust Investment Services, Inc.

Jack Morey Photo
Jack Morey, CFP®, ChFC®, CLU®, Private Financial Advisor

SunTrust Investment Services, Inc.

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3720 SOUTH THIRD STREET

JACKSONVILLE, FL 32250

100 Sawgrass Corners Drive,

Ponte Vedra Beach, FL 32082

100 SAWGRASS CORNERS DRIVE

PONTE VEDRA, FL 32082

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About

Jack Morey is a First Vice President and Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 25 years of investment management experience. Jack is a graduate of the University of Florida and has earned the professional designations of Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). In addition, Jack is member of the Financial Planning Association (FPA) and a past advisory board member of the Ponte Vedra YMCA.

As part of the Morey-Carnley Group, Jack and his team manage more than $300 million for their clients in the Jacksonville, Ponte Vedra and St. Augustine areas. Together, they advise on the development and implementation of investment strategies to help clients meet their immediate and future goals. They follow a disciplined process of assessing each client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. Jack specializes in retirement planning, IRAs, annuities, bonds and fixed income, life and long-term care insurance, as well as wealth management.

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.

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