Sean W.
Senior Vice President and Senior Trust Advisor at Truist Wealth
- Role
- Senior Vice President and Senior Trust Advisor at Truist Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sean W.
Specialties: Trust and estate planning and administration; fiduciary law
Experience
Senior Vice President and Senior Trust Advisor
Feb 2021 — Present · Charlotte, NC, US
Skills
- Investment Management
- Asset Allocation
- Mutual Funds
- Strategic Financial Planning
- Trusts
- Real Estate
- Investment Advisory
- Retirement Planning
- Investments
- Estate Administration
- Securities
- Estate Planning
- High Net Worth Individuals
- Wealth
- Wealth Management
- Tax
- Wealth Management Services
- Financial Planning
- Small Business
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