Michelle McNamara

Michelle J. McNamara, CFP®, CTFA
Senior Vice President Trust Advisor

434 Fayetteville St

4th Floor,

Raleigh, NC 27601-1701

Michelle.McNamara@Truist.com

Phone 919-716-9314

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About me

Background

Michelle McNamara is a Trust Advisor with Truist Wealth. She offers clients more than 28 years of trust, estate planning, and investment management experience. As a member of the team, she collaborates with wealth advisors, investment managers, and financial planners to provide strategies and solutions for high-net-worth families.  She often guides the implementation process and provides oversight through changing times and multiple generations. She strives to simplify the complex and build relationships that last a lifetime. 

Education

Bachelor of Business Administration
Campbell University
MBA
Campbell University
Certificate in Trust Management

Personal Interests

Michelle is a member of the Wake County Estate Planning Council.  She is also a member of Hayes Barton Methodist Church, which gives her the opportunity to volunteer with local organizations.  She enjoys time with family, traveling, reading, and hiking.  As a Regional Volunteerism & Events Advisor with the Triangle Generations Business Resource Group at Truist, Michelle hopes to bring generations together for years to come at Truist and in the community. 

Specialties

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

  • 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

  • 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

Accomplishments

Performance Excellence Award*
Truist 2021
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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