John Marold

About John Marold

I am primarily responsible for the overall management, technical guidance, risk management and compliance oversight for Wealth Division’s Individual Retirement Account portfolio, including DOL Fiduciary Rule, affiliated investment compliance, and ERISA. Additionally, I train internal staff and outside centers of influence on various estate, tax, and retirement planning topics through extensive speaking engagements, podcasts, and teleconferences.I have been a speaker for many continuing education programs for physicians at University of Texas, Duke University, and Wake Forest Medical Schools. As well, I have been an instructor for CPA, Certified Financial Planner, attorney, insurance advisor, and federal/state bank examiner CE courses.I am a member of the North Carolina State Bar and admitted to practice before all North Carolina state courts, the Federal Court of the Middle District of North Carolina, Federal Bankruptcy Court of the Middle District of North Carolina and the U.S. Tax Court.

Experience

1. Fiduciary Resource Director

   Truist Wealth

   Oct 2007 — Present · Raleigh, NC, US

   As the Fiduciary Resource Director for Truist Wealth, I work closely with trust officers throughout the Truist footprint to insure oversight and administration of required minimum distributions (RMDs) of individual retirement accounts (IRA). I maintain and communicate IRS compliance standards related to RMDs, tax reporting, and IRA administration applicable to Wealth Division teammates. Fiduciary standards subject matter expert with respect to financial planning, investment process, and retirement accounts. I develop technical knowledge of all staff in the centralized IRA Administration center. As needed, I train all Wealth Division personnel as necessary on IRA administration and quickly answer all IRA related questions by phone or email. Lastly, I draft and enforce trust policies concerning IRAs within the BB & T Wealth Division IRA portfolio. As a subject matter expert for the Bank, I answer all retirement, estate, and income tax planning questions from Wealth Division and internal Bank partner personnel. When necessary, I will publish whitepapers and articles on various financial planning matters for use by clients and Bank teammates.

Education

• University of Wisconsin-Madison

  Bachelor of Arts (B.A.)

  1988 — 1992

• University of North Carolina at Chapel Hill

  Doctor of Law (J.D.)

  2002 — 2005

Skills

• Iras
• Retirement Plan Consulting
• Life Insurance
• Qualified Retirement Plans
• Wealth Management
• Private Banking
• Retirement Benefits
• Investments
• Ctfa
• Series 7
• Wealth
• Asset Management
• Tax
• Wealth Management Services
• Trust Services
• Investment Management
• Wills
• Investment Advisory
• Financial Advisory
• Investment Strategies
• Alternative Investments
• Retirement
• Strategic Financial Planning
• Trusts
• Asset Allocation
• Mutual Funds
• Bankruptcy
• Securities
• Estate Tax Planning
• Estate Planning
• Asset Protection
• Financial Planners
• Portfolio Management
• Loans
• Financial Services
• Series 63
• Retirement Planning
• Financial Planning
• High Net Worth Individuals