Donna McPhillips

Donna McPhillips: Email & Phone Number

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Wealth Advisor at Truist Wealth|Ocala, Florida, United States

Position:

Wealth Advisor at Truist Wealth

Location:

Ocala, Florida, United States

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Last updated: 2026-06-09
Updated: 2026-06-09

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Work Experience 23 years

Wealth Advisor at Truist Wealth

Aug 2022 - Current

Wealth Advisor at Regions Bank

Apr 2008 - Aug 2022

Private Banker at Wachovia Corp

Jan 2003 - Apr 2008

Donna McPhillips started working in 2003, then the employee has changed 2 companies and 1 job. On average, Donna McPhillips works for one company for 7 years 10 months.

Their professional focus is Asset Management, Banking, and Estate Planning across 3 core areas.

Education

Bachelor of Business Administration - BBA at University of Florida

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