Donna McPhillips

Donna S. McPhillips, CWS®
Wealth Advisor Truist Bank

4414 SW College Rd

Suite 1450,

Ocala, FL 34474-0002

About me

Background

Donna McPhillips is a Wealth Advisor with Truist Bank. Her career in financial services began in 1998 as a branch platform representative with Huntington Bank.  Through the years she has worked in multiple different capacities within the bank but found her calling when she joined the Private Wealth group at Wachovia in 2004. In 2008, she was recruited by Regions Private Wealth Group and has most recently transitioned to Truist Wealth in 2022. Donna enjoys working together with clients to help them navigate their financial landscape through comprehensive financial planning.  Developing personal relationships with her clients and really understanding their life goals and objectives is what she enjoys most about her role.   

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 and her husband Rick are proud parents of three children and four dogs. Donna enjoys traveling, camping, reading, playing the guitar, going to the beach and spending time with her family. Donna and Rick are passionate about spreading kindness and helping others in need.

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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