John Windsor

John R. Windsor
Senior Vice President Trust Advisor

999 S Shady Grove Rd

Suite 202,

Memphis, TN 38120-4118

John.windsor@truist.com

Phone 901-415-7065

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About me

Background

John Windsor is a Senior Vice President and Region Trust Advisor in Truist Wealth. John joined Truist Wealth in 2019 working with High-Net-Worth clients, on personal and business succession planning, plan and trust administration, estate settlement and generational planning. John plays a key role in the creation, administration and fulfillment of plans for families with significant wealth.

Continually licensed and practicing as an attorney for over 30 years, John’s experience includes business succession, estate, trust and tax planning*. Additionally, he has worked on specialized retirement plan design and administration, as well as employee stock ownership plans, foundations and administration of charitable gifts. He is the founder and administrator of the LinkedIn Small Business Succession Planning group with over five thousand members where various planning ideas and challenges are discussed as well as notice of presentations on topics of interest to this industry segment are provided.


*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Education

B.S. Psychology
LSU 1984
J.D. Law
Tulane University 1991
LLM Tax Law
Boston University 1992

Personal Interests

John Windsor is a member of the Memphis Estate Planning Council and former advisory board member of the Salvation Army of the Mid-South. He is a licensed pilot, but no longer flies. He volunteers to coach a High School Trap shooting team, as well as cooking for various causes focused on the fundraising for various local first responders, educational outreach and at-risk families in the Memphis community. John enjoys spending time with his wife Piper and adult sons and typically several dogs including rescues.

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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