Elizabeth Madden

Elizabeth Madden
Senior Vice President Wealth Advisor Truist Bank

110 S Stratford Rd

Suite 501,

Winston Salem, NC 27104

Elizabeth.Madden@Truist.com

Phone 336-733-3262

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About me

Background

Elizabeth Madden is a Senior Vice President and Wealth Advisor with Truist Bank, bringing more than 23 years of experience in financial services, retirement planning, and investment management. She partners with her business partner, Jillian Spinelli, to provide thoughtful, customized wealth strategies designed to help clients navigate complex financial decisions and pursue long term financial well-being. Elizabeth is actively involved in the community, serving on the Novant Forsyth Medical Foundation Board and as an ex officio board chair and member of the Trellis Foundation

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

BA English, Minor in Public Relations
University of North Carolina at Charlotte 1999

Personal Interests

Elizabeth is a native of Winston Salem and a graduate of University of North Carolina at Charlotte. She formerly served as a board of trustees for University of North Carolina School of the Arts. Currently, Elizabeth is the board chair of Novant Health Forsyth Medical Foundation and vice-chair of Trellis Supportive Care of Winston Salem. Elizabeth is married with three children.

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 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

  • 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

Accomplishments

Winston Salem
40 Under 40 2014 External
*The Triad Business Journal selects awards nominees based off the following criteria: The individual must be a leader within his or her organization, have had significant career achievements, have substantial community involvement outside his or her day-to-day job, cannot not be a previous winner, and the nominee must work and be civically engaged in the Triad community of North Carolina. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date. 

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