Dwight McPherson

Dwight D. McPherson
Wealth Regional Managing Director Truist Bank

2 W Washington St

Suite 802,

Greenville, SC 29601-2735

Dwight.McPherson@Truist.com

Phone 864-242-8409

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About me

Background

Dwight McPherson is a Wealth Regional Managing Director with Truist Bank. He offers clients more than 23 years of financial services, retirement planning, and investment management experience. 

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

Bachelor of Science in Finance
University of South Carolina 1994 1998

Personal Interests

Dwight serves on the board of Artisphere in Greenville and is an active leader in Scouts BSA. During his free time, he enjoys hiking, camping and taking advantage of all the activities Greenville has to offer.

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

  • 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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