Michelle J. McNamara,
CFP®, CTFA
Senior Vice President
Trust Advisor
Senior Vice President
Trust Advisor
434 Fayetteville St
4th Floor,
Raleigh, NC 27601-1701
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
Financial planning
Investment management
Estate planning
Philanthropy
Fiduciary
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.
Locations
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Map
434 Fayetteville St,
4th Floor, Raleigh, NC 27601-1701
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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