Elizabeth Madden

Elizabeth Madden
Senior Vice President Wealth Advisor Truist Bank

110 S Stratford Rd

Suite 500,

Winston Salem, NC 27104

About me

Background

Elizabeth is a Senior Vice President and Wealth Advisor with Truist Bank. She offers clients more than 22 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

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

Locations

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