Holly  McEntire

Holly O. McEntire, CTFA
Senior Vice President Regional Managing Director Truist Bank

919 E. Main Street

8th Floor,

Richmond, VA 23219-0005

About me

Background

Holly McEntire serves as the Regional Managing Director for the Virginia Division of Truist Wealth. She is responsible for leading an established team of financial specialists who work together to provide comprehensive wealth management services including investment and portfolio management, financial planning, trust and estate administration and credit advisory services. She began her financial services career over 20 years ago in Central Virginia. 

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

MBA
Liberty University
BS Business Management
Old Dominion University

Personal Interests

Holly is a graduate of Old Dominion University with Bachelor of Science in Business Administration with an Ethics Concentration and earned her MBA from Liberty University. 

Holly’s community service includes membership and leadership on several philanthropic boards and civic organizations focusing on education, entrepreneurship and financial literacy programs. Holly is a member of the Lynchburg Estate Planning Council where she served as Past President. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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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