Andy Vestal

Andy Vestal
Financial Advisor Private Client Group Truist Investment Services, Inc.
Vestal Financial Group of Truist Investment Services, Inc.

101 N 3rd St

Wilmington, NC 28401-4034

About me

Background

Andy Vestal has a passion for financial planning and investments and is the Senior Managing Director at Truist Private Client Group in Wilmington, NC, helping clients live well since 2005. He began his career as a CPA and was a partner of a firm in New Bern, NC and worked proactively with clients to navigate through tax issues. Andy is no longer a practicing CPA and no longer provides tax preparation services. However, he's been able to use that experience to help guide his clients’ investment decisions with a broader perspective. 

Andy joined Truist’s predecessor firm, BB&T, in 2000 as a senior trust administrator, acting as a fiduciary by following the directions of the grantor and investing money accordingly. Seeing firsthand the need for more clients to have comprehensive estate plans led him to change roles to promote BB&T’s trust services and capabilities as a business development officer. He later served as a wealth management advisor, primarily working with high-net-worth families to provide holistic financial guidance.  

For the past 13 consecutive years, while under the BB&T aegis, he's been recognized as an Annual Sterling Performer for outstanding client service.   

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

Education

MBA
East Carolina University 1992
BS-Accounting
East Carolina University 1991

Personal Interests

Andy has been married to his wife, Amanda, for 25 years, and have three children, Maria, Alex, and Daniel. His hobbies include hunting, fishing, hiking, and gardening. He's a member of Grace Community of Topsail and enjoys Christian Apologetics. 

Specialties

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

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Performance Excellence Award*
Truist 2020
Performance Excellence Award*
Truist 2019
Sterling Performer**
BB&T now Truist 2018
Sterling Performer**
BB&T now Truist 2017
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

**The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

    The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.