Michelle McNamara

Michelle Jenkins McNamara, CFP®, CTFA
Senior Vice President Wealth Advisor Truist Bank

434 Fayetteville Street Mall

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.

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

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

Personal Interests

Michelle is an active member of the Wake County Estate Planning Council and Hayes Barton Methodist Church, where she enjoys volunteering with local organizations. She grew up on a tobacco farm in rural North Carolina, an experience that instilled in her a strong work ethic and deep family values. Outside of work, Michelle loves spending time with her family and her dog.  She enjoys fitness, traveling, and lifelong learning—always seeking new ways to grow and connect.

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

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

  • 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

Performance Excellence Award*
Truist 2021 Internal
*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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