Wesley Reardon

Wesley Reardon , CTFA
Senior Vice President Senior Trust Advisor Truist Bank

434 Fayetteville Street

4th Floor,

Raleigh, NC 27601

wesley.reardon@truist.com

Phone 919-716-9048

Fax 919-716-9130

Get directions

See all locations

About me

Background

I am grateful to have a rewarding career dedicated to helping individuals and families achieve their wealth and financial planning goals. As a Senior Trust Advisor, I specialize in developing comprehensive fiduciary strategies that ensure assets are transferred according to grantors’ wishes in the most tax-efficient manner. My role involves guiding clients through complex trust and estate planning considerations with clarity and precision, while ensuring every plan reflects both immediate needs and long-term legacy objectives.

With extensive experience in trust administration, estate settlement, and multigenerational wealth planning, I work collaboratively with internal teams and external professionals to deliver integrated solutions. This holistic approach addresses every facet of a client’s financial life, from wealth transfer and risk management to charitable giving strategies. My background in philanthropic planning further enables me to incorporate charitable structures that perpetually fund initiatives aligned with clients’ values, creating meaningful impact for generations to come.

I hold an MBA in Finance and Marketing and a BBA in Trust and Wealth Management, along with the Certified Trust and Financial Advisor (CTFA) designation.
These credentials, combined with years of hands-on experience, allow me to provide solutions that protect, grow, and transfer wealth across generations while maintaining the highest standards of fiduciary excellence and compliance.

Education

Master of Business Administration, Focus Finance & Marketing
Campbell University 2008
Bachelor of Business Administration, Trust & Wealth Management, Minor Financial Planning
Campbell University 2007

Personal Interests

I value spending quality time with my family, my wife, Anna, and our two children, Luke and Kimberly. Much of that time is spent outdoors. One of our favorite activities is golfing. Time on the course allows us to enjoy the game and create lasting memories.

Outside of family life, I am passionate about cycling. I compete in road, gravel, and mountain biking events and regularly participate in charity rides that support meaningful causes. Gravel rides through North Carolina’s mountains are a personal favorite, offering both challenge and the opportunity to experience the state’s untouched beauty. 

Our home is lively and full of personality thanks to our pets—a spirited dachshund named Hank, a curious bearded dragon named Izzy, and three fainting goats that keep things interesting. 

These elements of family, outdoor adventure, and a vibrant home life define who I am and what I value most.

Specialties

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

  • 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

Locations

Loading location info...

Location data unavailable at this time. We apologize for the inconvenience.

{5}

{0}

{1}

{2} miles

Office hours

{6}

Phone {3}

Fax {4}

Recommended Resources

Special Commentary The Washington brief

Midterm elections take center stage, delaying resolution on key issues

Washington Brief - Midterm elections take center stage, delaying resolution on key issues
10/08/2026
Article
10/08/2026
Washington Brief - October 8, 2026

Special Commentary The Washington brief

Midterm elections take center stage, delaying resolution on key issues
10/08/2026
Article
10/08/2026
Washington Brief - October 8, 2026

Market Perspective The bull market deserves the benefit of the doubt

As the bull market enters its fifth year, the weight of the evidence suggests it still has room to run.

Market Perspective
10/08/2026
Article
10/08/2026
Market Perspective - October 8, 2026

Market Perspective The bull market deserves the benefit of the doubt

As the bull market enters its fifth year, the weight of the evidence suggests it still has room to run.
10/08/2026
Article
10/08/2026
Market Perspective - October 8, 2026

Market Pulse Market Pulse – October 5, 2026

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week highlight what we're watching and important news ahead.
10/05/2026
Article
10/05/2026
Market Pulse – October 5, 2026

Market Pulse Market Pulse – October 5, 2026

Market views heading into the week highlight what we're watching and important news ahead.
10/05/2026
Article
10/05/2026
Market Pulse – October 5, 2026
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    Component ID : "accordionGridLayout-1288434688"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2026, Truist. All Rights Reserved.