Zachary Villavicencio

Zachary P 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 16 years of experience in the financial services industry, I am a dedicated Wealth Advisor committed to helping physicians and their families help achieve their long-term financial goals with 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.

At the heart of my work is a team-based, full-service approach. Just as a physician leads a clinical team to deliver complete patient care, I build and lead a dedicated team around each client that manages every aspect of their financial life. From banking and lending to risk management, investment management, retirement, and estate strategies, my team and I handle it all, coordinating the right specialists at the right time and managing the relationship from start to finish so nothing falls through the cracks. This allows me to deliver an unmatched level of service while keeping every part of the plan connected and personal.

My philosophy is rooted in trust, education, and collaboration. I believe every client deserves a clear understanding of their financial options, and I take pride in translating complex concepts into actionable insights, helping my clients make informed decisions and stay on track regardless of market conditions.

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

Whether you're planning for retirement, growing your wealth, or preparing for life's transitions, my team and I manage it all so you can focus on your patients. Together, we can turn your financial goals into a clear, actionable plan, one that grows 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 has only grown over the years. These days I play primarily on a custom-built gaming PC. Outside of gaming, nothing beats quality time with friends and family. My wife, Tessa, and I love relaxing at home with our Boston Terrier, Pebbles, who's always right in the middle of the fun, whether we're catching up on a show or just hanging out. Gaming may be my longtime hobby, but a quiet evening with Tessa and Pebbles by my side is hard to top.

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

  • 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

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

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

Locations

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