Thomas McDonnell

Thomas P. McDonnell, PPM
Financial Advisor Private Client Group Truist Investment Services, Inc.

Greater Washington Maryland

1445 New York Ave NE,

4th Floor,

Washington, DC 20002-1721

About me

Background

I am a Financial Advisor and Senior Vice President with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA
Baruch College 1978

Personal Interests

I’ve worked with various local institutions, donating time to the Oliver Gospel mission and D.C. area food banks. I’m interested in Virginia wines, classic cars, and hold a black belt in Tai Kwon Do.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

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

  • 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

To
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