Michelle Jenkins McNamara,
CFP®, CTFA
Senior Vice President
Wealth Advisor
Truist Bank
434 Fayetteville Street Mall
Raleigh, NC 27601-1701
About me
Background
Michelle is a Wealth Advisor with Truist Wealth. She helps clients simplify complex financial and estate decisions. With 28+ years of experience in trust administration, estate planning, financial planning and investments- and a trusted team of specialists- she makes sure plans are cohesive and coordinated, so clients feel supported, understood, and empowered to make decisions with a sense of financial well-being.Education
Personal Interests
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
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
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
Recommended Resources
Special Commentary The Washington brief
Data center pushback and legislative updates
Economic Data Tracker Inflation cooled in May
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Market Perspective Bumpier path & tech reset
Tech is resetting after a stretch of outperformance, though the longer-term outlook is favorable.