Todd Tillotson

Todd S. Tillotson
Regional Managing Director Truist Bank

200 Pine St W

Suite 1000,

Wilson, NC 27893-3922

About me

Background

As a Wealth Regional Director, Todd Tillotson leads a team of knowledgeable and trusted relationship managers who objectively serve and advocate for affluent clients and their families. His team of advisors, located throughout Eastern North Carolina, is supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address clients’ specific banking, strategic credit, investments, insurance, and trust and estate planning needs.  This dedicated team approach allows his advisors to help clients reach financial confidence; all driven by their common purpose to inspire and build better lives and communities.

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

Bachelor of Science in Financial Management
Clemson University 1991
Masters of Business Administration
The Citadel 1996

Personal Interests

In addition to following his Clemson Tigers in all sports, Todd also enjoys traveling in his camper throughout the year with his family. He is active in the community and currently serves on the Resource Committee for Communities in School of North Carolina.

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.

Accomplishments

Sterling Performance Award
BB&T now Truist 2016
Sterling Performance Award
BB&T now Truist 2017
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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    The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.