Richard McNeil

Richard C. McNeil, CFP®
Senior Vice President Wealth Advisor Investment Services Group Truist Investment Services, Inc

919 E Main St

8th Floor,

Richmond, VA 23219-0005

richard.mcneil@truist.com

Phone 1-804-205-9308

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About me

Background

Richard McNeil is a Senior Wealth Advisor with Truist Bank.  He offers clients more than 40 years of experience in the financial services industry in the Greater Virginia market.  Richard is a seasoned wealth management professional with a demonstrated history of working with entrepreneurs, business owners, professionals, and multi-generational complex families.  He and his team focus on financial planning, business succession, wealth transfer, investment management, lending and philanthropic strategies. 

Registered Representative Truist Advisory Services, Inc., Truist Investment Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. in Business Administration & Management, with concentrations in Economics and History
Virginia Commonwealth University 1981

Personal Interests

Richard is a long-time member of The Rotary Club of West Richmond and has served in various leadership positions within West Richmond Rotary to include President, Treasurer and Secretary. He currently serves as a Board Member of the West Richmond Rotary Foundation. Richard is Past President of Ronald McDonald House Charities of Richmond and continues to be involved in this local charity.  Richard is married to Beth McNeil, has two daughters and two grandsons. In his spare time, he enjoys golf, travel, and spending time on the Rappahannock River near Deltaville with family and friends.       

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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