Willis Macgill

Willis Macgill
Wealth Advisor Truist Bank

120 E Baltimore St

Baltimore, MD 21202-1605

About me

Background

Willis Macgill is a Wealth Advisor who joined Truist in 2021 and offers clients over 30 years of experience in the financial services industry. He works with high net worth clients assisting in managing their wealth. He helps identify each client’s unique goals and then coordinates a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals.

Prior to joining Truist, Willis worked at Wells Fargo Private Bank for 19 years.

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 Arts - Economics
University of Richmond 1983 1987

Personal Interests

Willis is very active in his community as he is a member of the Baltimore Estate Planning Council and a board member of the Goodwill Industries of the Chesapeake. He is also a Trustee and Building and Grounds Committee Chair of the Maryland Center for History and Culture.

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

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