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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

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About me

Background

Jillian Spinelli started with the organization by coming through BB&T’s Leadership Development Program. Jillian spent the first part of her career with the company as a Wealth Advisor in Wilmington, NC before relocating to Winston Salem in May of 2022. Along with her partner, Jonathan Cochrane, Wealth Advisor, and their team of specialists, they work with clients in the areas of banking, strategic credit, risk management, financial & estate planning.

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 was a four-year starter on the women’s lacrosse team. She was an active member in the Wilmington community and is excited to do the same in the Winston community. She moved with her husband Rocky and dog Maisy. They enjoy cooking, music and travelling. 

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 and/or wealth 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. Truist Investment Services, Inc has conducted no independent verification of this third-party’s award criteria, selection or nomination process.

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