Todd McIntire

Todd A. McIntire
Wealth Advisor Truist Bank

8044 Montgomery Rd

Suite 340,

Cincinnati, OH 45236-1181

About me

Background

I am a Wealth Advisor leveraging more than 15 years of experience serving wealthy families and helping clients. I believe people realize comfort when they can both clearly articulate and understand what they want to achieve, as well as recognize what it takes to get there. I leverage internal and external specialists to help engage families in a thoughtful process that allows me to make tailored recommendations that directly contribute to meeting their needs, priorities and anticipated legacy.

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

BS- Finance
Butler University 1999 2003
MBA
Indiana University 2005 2007

Personal Interests

I earned a bachelor’s degree in finance from Butler University and an MBA from the Kelley School of Business at Indiana University. I am a member of the University Club of Cincinnati and an athletic board member of St. Antoninus Parish. St. Antoninus Parish. In my free time, I enjoy golfing and a number of outdoor activities: camping, hunting, fishing, shooting, running, and boating.

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

  • 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.

  • 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

  • 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

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

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