Jillian L. Spinelli

Vice President Wealth Advisor Truist Bank

110 South Stratford Rd

Suite 501,

Winston Salem, NC 27104

Jillian.Spinelli@truist.com

About me

Background

Jillian Spinelli started with the organization by coming through BB&T’s (now Truist) 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 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

B.S. Trust & Wealth Management; Financial Planning and Pre-Law Minor

Campbell University 2016

Personal Interests

Jillian is actively involved in her community, serving on the boards of The Bethesda Center and The Shepard’s Center of Greater Winston Salem. She is a 2024 graduate of Leadership Winston Salem.

Outside of work, Jillian enjoys an active and fulfilling life with her husband, Rocky, their son Rocco, and their beloved dog Maisy. She has a passion for sports, cooking, and traveling, which keeps her inspired and connected to new experiences.

Specialties

Financial planning

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

Banking

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

Risk management

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.

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Fiduciary

Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

Financial education

Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Estate planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Investment management

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

Investment planning

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

Wilmington’s 40 under 40*

Wilmington Chamber of Commerce 2021 External

Winston Under 40**

Greater Winston-Salem, Inc 2025 External

^{*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.}