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Michael W. King
Wealth Advisor Truist Bank

1414 Raleigh Rd

Suite 130,

Chapel Hill, NC 27517-8829

About me

Background

I’m a Senior Wealth Advisor with Truist Wealth, advising a select number of high-net-worth families on investment policy and asset allocation, tax, financial planning, estate strategies, private banking, asset protection, and business succession planning.

Prior to my current role, starting in 2005, I was a family wealth advisor and then a senior wealth strategist and senior vice president with Truist’s predecessor firm, SunTrust, in its GenSpring segment. I was responsible for assisting ultra-high-net-worth families with a wide variety of wealth management needs, including estate and gift tax planning, income tax planning, financial planning, philanthropy, risk management, and family governance.

I rejoined GenSpring in 2015 as a managing director and senior family wealth advisor, offering extensive experience working with ultra-high-net-worth families and family offices. As a former estate planning and corporate attorney with Smith, Gambrell & Russell, I worked closely with entrepreneurs and closely held business owners on a variety of corporate and tax matters, including pre-liquidity or pre-transaction estate and gift tax planning.

I also served as a director and wealth strategist with Merrill Lynch and as a vice president and senior wealth strategist with Goldman Sachs and the Ayco Company, where I provided objective and sophisticated guidance to ultra-high-net-worth clients and family offices on their tax and financial planning needs. 

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 in Political Science
Wake Forest University 1987 1991
J.D. cum laude
University of Georgia School of Law 1993 1996

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

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