Donna McPhillips

Donna S. McPhillips, CFP®, CWS®
Senior Vice President Wealth Advisor Truist Bank

3500 E Silver Springs Blvd

Ocala, FL 34470-6404

About me

Background

Donna McPhillips is a seasoned Wealth Advisor with Truist Bank having more than 25 years of comprehensive wealth management experience.  Donna and her team specialize in working with clients and their families in all areas of financial services to include customized credit, investment management, complex estate planning and financial planning. By taking the time to listen to what matters most, the team develops a strategic path for each client to help them enjoy life with clarity and financial well-being.

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

Bachelors Business Administration: Finance
University of Florida 1996 1998
A.A.
Santa Fe Community College

Personal Interests

Donna enjoys spending her free time cooking, reading a good book, and playing Pickleball.  She and her husband Rick are avid campers and always enjoy a good hike in the woods.

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.

Locations

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