Zach Villavicencio

Zach Villavicencio
Vice President Medical Wealth Advisor Truist Bank

7220 Wisconsin Ave

4th Floor,

Bethesda, MD 20814

Zach.villavicencio@truist.com

Phone 240-482-1420

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About me

Background

With nearly 15 years of experience in the financial services industry, I am a dedicated Wealth Advisor committed to helping clients achieve their long-term financial goals with well-being and clarity. Over the course of my career, I have developed a strong track record of creating personalized financial strategies tailored to each client’s unique needs, priorities, and life stages. Whether assisting with retirement planning, investment management, estate strategies, or risk mitigation, I work closely with individuals and families to build comprehensive plans that evolve with them. 

My approach is rooted in trust, education, and collaboration. I believe that every client deserves a clear understanding of their financial options, and I take pride in translating complex financial concepts into actionable insights. This assists my clients in making informed decisions and staying on track—regardless of market conditions. 

Throughout my career, I have strived to not only deliver measurable results but also build lasting relationships. With my clients, I seek a high level of transparency, accessibility, and personalized attention. I see myself not just as an advisor, but as a long-term financial partner dedicated to helping them achieve their success. 

In an industry that constantly evolves, I remain committed to continuous learning and staying current on market trends, regulatory changes, and innovative financial strategies. This ensures I strive to deliver forward-thinking solutions and be a trusted resource for my clients. 

Whether you’re planning for retirement, growing your wealth, or preparing for life’s transitions, I’m here to guide you every step of the way. Together, we can turn your financial goals into a clear, actionable plan—one that helps grow with you and supports the life you envision. 

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

Business Administration, B.S.
University of Maryland Global Campus 2013

Personal Interests

I’ve been a passionate gamer since the days of the original Nintendo, and that love for gaming has only grown—I now play primarily on a custom-built gaming PC. Outside of gaming, I enjoy spending quality time with friends and family. My wife, Tessa, and I love relaxing at home with our Boston Terrier, Pebbles. Whether we’re watching TV together or just hanging out, Pebbles is always part of the fun. Gaming may be my longtime hobby, but nothing beats a quiet evening with Tessa and our little dog Pebbles by our side. 

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

  • 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 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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

Locations

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