Todd Tillotson

Todd S. Tillotson
Wealth Advisor Truist Bank

434 Fayetteville St

Suite 1100,

Raleigh, NC 27601-1741

About me

Background

I’m a Wealth Advisor serving as a relationship manager with 30 years of experience and an extensive background in consumer lending and private banking. I serve as an advocate for affluent clients and their families, supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address clients’ specific banking, strategic credit, insurance, and trust and estate planning needs. This dedicated team approach allows us to help create, grow and preserve our clients’ wealth.  

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

B.S. Financial Management
Clemson University 1991
M.B.A.
The Citadel 1996

Personal Interests

I earned a B.S. in Financial Management from Clemson University and an MBA from The Citadel. I’m active in the community and serve on the Advisory Board of Communities in Schools 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 Winner
2016
Sterling Performance Award Winner
2017
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