Wilson Moy is a qualified professional, that works in Suntrust Bank main office of which is in 187. on the position of First Vice President - Senior Regional Wealth Planner from 2015. This person has earned professional experience in more than six positions at different companies. Wilson Moy went to the The American College of Financial Services and got education from 2018 to 2019. This person has these professional qualifications: Certified Financial Planner, Certified Private Wealth Advisor, and Accredited Estate Planner (Aep). Washington, DC is the city, where this expert was known to be settled. This professional's e-mail and phone can be accessed through this website by request.
Name variants:
Will Moy,
Willie Moy,
Willy Moy
Last updated Jun 25, 2024
Contact Information
Last Update
Jul 1, 2022
Location
Washington, DC
Company
Suntrust Bank
Workplace
First Vice President - Senior Regional Wealth Planner
Work History
First Vice President - Senior Regional Wealth Planner
303 Peachtree St, Atlanta, GA 30308
Provided objective financial planning services to private wealth management clients of SunTrust Bank in DC, MD and VA. Served as a planning specialist/resource and trainer to 150 wealth mana...
2015 — Jun 2016
Director of Financial Planning and Senior Trust Officer
Virginia
AAFMAA Wealth Management & Trust LLC (AWM&T) is a non-profit trust company that provides financial planning, investment management and trust administration services to active duty, reservist...
Mar 2015 — Jun 2016
Senior Vice President - Manager of Wealth Advisory Services
101 east 2Nd St, Tulsa, OK 74103
Established and managed objective focused and comprehensive financial planning services for Private Bank clients within an 8 state footprint of Oklahoma, Texas, Colorado, Arizona, New Mexico...
2008 — 2011
Vice President and Senior Wealth Planner
38 Fountain Square Plz, Cincinnati, OH 45201
Provided comprehensive and objective financial planning for corporate executives, business owners and professionals (doctors and attorneys). Also provided financial planning training for the...
2006 — 2008
Vice President - Senior Financial Consultant
50 south La Salle St, Chicago, IL 60603
Provided comprehensive and objective financial planning for corporate executives, business owners, professionals (doctors and attorneys) as well as multi-generational wealthy families.
2001 — 2006
Vice President - Personal Trust Relationship Manager
50 south La Salle St, Chicago, IL 60603
Lead Relationship Manager for Trust Clients - manage regular client contact while administering trust, ira and investment management accounts for high net worth clients.
1991 — 2001
Education
2018 — 2019
2010 — 2010
1999 — 2000
1995 — 1995
1987 — 1991
Occupations
Executive
Vice President
Planner
Doctor of Medicine
Government Official
Premier
Accountant
Finance and Accounting Specialist
Director
Non-Profit
Military
Lawyer
Fiduciary
Journalist
Presenter
Chief Executive
Government Service Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Trust Law Attorney
Lawyer
Skills
Wealth Management
Wealth Management Services
Investments
Strategic Financial Planning
Estate Planning
Financial Advisory
Financial Planning
Financial Services
Retirement Planning
Wealth
Personal Financial Planning
Investment Management
Banking
Financial Planners
High Net Worth Individuals
Trust Services
Trust Management
Relationship Management
Mutual Funds
Risk Management
Customer Retention
Client Development
Customer Service
Client Relationship Building
Customer Relations
Private Wealth Management
Customer Engagement
Client Engagement
Client Retention
Employee Training
Training
Client Education
Client Counseling
FAQs about Wilson Moy
What's the main profession of Wilson Moy?
This professional's job is Charlotte Y Alrededores, Carolina
What are the main profession of This expert?
These person's professions are Executive and Vice President
Where does Wilson Moy live?
Washington, DC is the place where Wilson Moy lives
How many companies did Wilson Moy work at?
The professional worked at six jobs.
What education does Wilson Moy have?
Wilson studied at the American College of Financial Services from 2018 to 2019.
What are the certifications of Wilson Moy?
Wilson received the following certifications: Certified Financial Planner, Certified Private Wealth Advisor, and Accredited Estate Planner (Aep).
What languages does Wilson Moy speak?
Wilson Moy speaks English and Cantonese.
What is professional industry that Wilson Moy worked in?
This professional works in Financial Services industry.