Dwight McPherson

Dwight McPherson
Managing Director Senior Wealth Advisor Truist Bank

2 West Washington St

Suite 800,

Greenville, SC 29601

Dwight.McPherson@Truist.com

Phone 864-242-8409

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About me

Background

Dwight McPherson is as a Senior Wealth Advisor with Truist Bank, responsible for managing relationships with high-net-worth individuals and families. Dwight delivers wide ranging financial advice across investments, credit and liquidity needs, banking, fiduciary, and estate planning. Dwight has spent his entire 25+ year career with Truist.

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

Personal Interests

Dwight serves on the board of Upstate Warrior Solutions in Greenville and is an active leader in Scouts America. During his free time, he enjoys hiking, camping and spending time with his family.

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, 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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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