Amy Mackay

Amy W. Mackay
Managing Director Wealth Advisor Truist Bank

8200 Greensboro Dr

10th Floor,

McLean, VA 22102-3803

Amy.mackay@truist.com

Phone 703-293-3722

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About me

Background

Amy Wells Mackay is a Senior Wealth Advisor with Truist Bank. She offers clients more than 35 years of experience in the financial services industry in the Washington D.C. Metro area. Amy’s focus has primarily been on working with high net worth individuals and families to help them achieve their financial goals. Amy takes great pride in meticulously attending to the details that are important for her clients' financial success while coordinating a team of specialists along with the client’s outside advisors.  

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS in Commerce
University of Virginia 1982 1986

Personal Interests

Passionate about working in the community, Amy serves on the Advisory Board at the McIntire School of Commerce at UVA and is involved with many additional alumni activities in Charlottesville. Amy serves on the Board of Directors for the Community Foundation for Northern Virginia and she formerly served as Chairman of the Board of Directors of Fairfax Futures, an early childhood education advocacy group, and served on its board for 15 years. She is also a member of the Northern Virginia Estate Planning Council, where she previously served as President. She spent many years volunteering in leadership positions in her children's schools and on their sports teams, as well. Amy enjoys fitness, walking and spending time with her family and she is an avid UVA sports fan. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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