Sean Williams

Sean C. Williams, CTFA
Senior Vice President Trust Advisor Truist Bank

214 North Tryon St

Charlotte, NC 28202

Sean.C.Williams@Truist.com

Phone 704-526-4421

Get directions

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About me

Background

Sean is a Trust Advisor with Truist Wealth. He offers clients more than 24 years of financial services, estate planning, retirement planning, and investment management experience.

Education

Juris Doctorate*
Washington University School of Law
B.A. in Psychology
University of Michigan

Personal Interests

Sean is a member of the North Carolina Bar Association, Charlotte Estate Planning Council, and University of Michigan Alumni Association.

Specialties

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

  • 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

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

Locations

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