Billy Levine

Billy Levine
Wealth Advisor Truist Bank

1155 Peachtree St

Suite 700,

Atlanta, GA 30309-3646

About me

Background

I’m a Senior Wealth Advisor with Truist Bank in Atlanta, with more than 25 years of experience in the financial services industry. I joined Truist from J.P. Morgan, where I served as an executive director in private banking and was responsible for leading relationships for high-net-worth clients throughout the Southeast. Prior to J.P. Morgan, I served as a director in the investment banking department of SunTrust Robinson Humphrey and began my career as an analyst with SunTrust Corporate Finance.

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

Education

Bachelor of Arts
Boston University 1992
Masters of Business Administration
University of Chicago - Booth School of Business 1998

Personal Interests

An active member of the Atlanta community, I’m the immediate past chairman of the board of directors of the Atlanta Speech School and a former chairman of the board of advisors at the Winship Cancer Institute of Emory University. Currently, I serve as the secretary of the Rotary Club of Atlanta, on the alumni board for The Westminster Schools, on the Chick-fil-A Peach Bowl board of advisors, and on the board of trustees of The Temple.

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

  • 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.

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