Sean Williams

Sean C. Williams
Senior Vice President Trust Advisor Truist Bank

214 North Tryon St

Charlotte, NC 28202

Sean.C.Williams@Truist.com

Phone 704-526-4421

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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.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

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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