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William Crews

William S. Crews, III AWMA®, CTFA
Senior Vice President Wealth Advisor Truist Bank

101 N 3rd St

3rd Floor,

Wilmington, NC 28401-4034

Will.Crews@Truist.com

Phone 910-815-2850

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About me

Background

William Crews is a Wealth Advisor with Truist Bank located in the Wilmington, NC area. He has over 15 years of experience in wealth management, financial planning, investments, trusts and estates. Upon understanding his client’s family dynamics and financial needs on a personal level, Will leads a team of specialists to help deliver tailored solutions addressing client’s specific investment, banking, strategic credit, insurance, trust and estate planning needs. This dedicated team approach allows him to provide an in-depth analysis and tailored recommendations to help grow and preserve assets to assist in transferring assets to the next generation in an efficient manner.   

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

Master’s in Trust and Investment Management
Campbell University 2005 2006

Personal Interests

Will and his wife, Sarah, live in Wilmington with their daughters Emily and Katharine. He enjoys spending time with family, golfing, and at the beach. Currently, he serves as a Board member for the American Bankers Association’s Certified Trust and Fiduciary Advisor board. 

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

  • 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

  • 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.

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

Locations

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