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Michelle McNamara

SVP, Regional Trust Advisor

Michelle appears in the Top 100
People in Finance m
agazine.

McNamara, Michelle_edited.jpg

Michelle McNamara

For nearly three decades, Michelle McNamara has combined passion with purpose in her role as a trusted advisor. “You also become an extension of their family. Building and nurturing those relationships is really what I enjoy most,” she states. As SVP, regional trust advisor at Truist Wealth, Michelle specializes in trust administration, estate planning, and relationship management. Headquartered in Charlotte, Truist Financial Corporation was formed from a merger of BB&T and SunTrust in 2019. Based in their Raleigh office, Michelle works with a team of wealth advisors, investment managers, and financial planners to bring customized solutions to high-net-worth clients.

 

Focused on helping families with financial education for their children, Michelle looks at everything from a holistic point-of-view through the generations. “It’s never too early to start learning about wealth,” she states. With special emphasis on bridging the generation gap, Michelle is also dedicated to mentoring others. “It’s a great way to give back and help people get started on the right path,” she shares. Michelle has been recognized by Truist for excellence in her work on many occasions, most recently as a recipient of the Truist Performance Award. She’s also the regional volunteerism and events advisor for the organization’s Generations Business Resource Group in the Triangle, North Carolina region.

 

Michelle holds an MBA from Campbell University. She’s also a Certified Financial Planner® and Certified Trust and Fiduciary Advisor.

 

Michelle McNamara

SVP, Regional Trust Advisor — Truist Wealth

LinkedIn: Michelle McNamara 

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