Jillian Spinelli

Jillian L. Spinelli
Vice President Wealth Advisor Truist Bank

110 S Stratford Rd

Suite 501,

Winston Salem, NC 27103

Jillian.Spinelli@truist.com

Phone 336-733-3311

Fax 336-733-0335

Get directions

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About me

Background

Jillian joined Truist through BB&T’s Leadership Development Program in 2017. After initially advising clients in Wilmington, NC, Jillian relocated to Winston Salem in May of 2022. Jillian prides herself on proactive and transparent advice to high net worth families and business owners. Jillian and her team of specialists work with clients in the areas of banking, strategic credit, risk management, financial and estate planning. She works tirelessly to ensure families address their goals through the accumulation and retirement phases of life, while also ensuring they are incorporating generational wealth transfer planning to effectively pass wealth to their heirs and other organizations they wish to consider in their plans.

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

Trust & Wealth Management; Financial Planning and Pre-Law Minor
Campbell University 2012 2016

Personal Interests

Originally from Buffalo, NY, Jillian relocated to NC, where she attended Campbell University as a scholarship member and four-year starter on the woman’s lacrosse team. She is an active member in the Winston Salem community and has enjoyed getting more plugged in since moving there in 2022. She is a 2023 graduate of Leadership Winston Salem. She also is a current board member of The Bethesda Center which is a homeless shelter that focuses on finding people more permanent housing. Lastly, she enjoys volunteering in many places around town that are in need of additional help. She is married to Rocky Spinelli and have two rescue dogs Maisy and Judge. They enjoy cooking, concerts and travelling. Jillian is an avid NFL, NHL and MLB fan.

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.

  • 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

Accomplishments

Wilmington’s 40 under 40*
Wilmington Chamber of Commerce 2020
*The Wilmington Chamber of Commerce chooses it award winners through a nomination process. The nominees must be younger than 40 years old, live or work in Brunswick, New Hanover or Pender counties; and display a commitment to serving others in the community. 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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