Tom McDonnell

Tom P. McDonnell, AIF®, PPM
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

4020 University Dr

2nd Floor,

Fairfax, VA 22030

Thomas.Mcdonnell@Truist.com

Phone 703-267-0010

Fax 703-218-3140

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About me

Background

Tom has been in the financial services industry for over 30 years, from Merrill Lynch’s home office operations to the Office of General Counsel. Tom served as branch manager in three successively larger complexes, finally relocating to Washington, D.C. After a successful career with Merrill Lynch, Tom joined an advisory practice group at Morgan Stanley and was then recruited to SunTrust, now Truist, in 2017. Since joining Truist, Tom has earned professional credentials as an Accredited Investment Fiduciary (AIF®) and Private Portfolio Manager (PPM ®).

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

Tom and his wife, Karen, live in Virginia and have three children together. Tom has achieved the level of black belt in Tae Kwon Do, and loves classic cars and Virginia wine.

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 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

Locations

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