U.S. Trust has named Jeffrey R. Stokes a Private Client Advisor in their Atlanta office. In this capacity, Stokes, a 30 year industry veteran, will lead a team of fiduciary, investment and banking professionals to help guide clients through an array of wealth building and generational transfer strategies in order to help them achieve their wealth management goals.
Prior to joining U.S. Trust, Stokes served as a Senior Vice President and Wealth Management Strategist for Northern Trust. He also spent 15 years with SunTrust Bank and their affiliate, GenSpring Family offices.
Stokes is a graduate of the University of Central Florida where he earned a Bachelor of Science in Finance. He also attended Northwestern University's National Trust School and the Cannon Financial Institute's Personal Trust School. He holds Series 7 and 63 securities licenses.
Stokes is a member of the Atlanta Estate Planning Council, the Georgia Planned Giving Council and has served as a committee member for the Woodruff Arts Center Annual Campaign and the Blessed Trinity Catholic High School Advisory Board.