Donald Mandeville

Donald R. Mandeville, CFP®
Wealth Advisor Truist Bank

28050 US Highway 19 N

Suite 201,

Clearwater, FL 33761-2600

About me

Background

Donald Mandeville is a Wealth Advisor with Truist Wealth, offering clients more than 13 years of financial planning and retirement planning. He focuses his practice on helping ultra-high-net-worth individuals navigate the complexities of preparing for large liquidity events and the financial decisions that follow. 

Through the resources at Truist Wealth, Donald provides his clients with all of the financial planning, risk management, and asset management knowledge they need to truly manage their wealth in accordance with their goals and values.

The best number to reach Donald would be to call his mobile number at 813-748-4638.

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

BBA Accounting
University of Toledo 2008

Personal Interests

Donald serves as the treasurer of the board for the Lighthouse of Pinellas, a board member for Clearwater Marine Aquarium, and a member of the Suncoast Estate Planning Council. Donald and his family regularly supports numerous other organizations in the community, including Feeding Tampa Bay, Bike MS, St Jude’s Hospital, Johns Hopkins All Children’s Hospital, Queen of All Saints Academy, Gujarati Samaj of Tampa Bay, Salvation Army, Toys for Tots, United Way, and Kimberly House.

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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