The Lundy-Fetterman School of Business is proud to recognize William Gray, Kelly Mack, Keith Manning, and Jillian Summers, who all have been named award recipients for 40 Under 40 in Wealth Management. Gray, Mack and Manning have been recognized by the American Bankers Association and Summers by the city of Wilmington.
“I am truly humbled,” said Gray, a Campbell Juris Doctor and Masters of Trust and Wealth graduate. “I never dreamed I would be selected as one of Wealth Management’s 40 under 40! It’s such an honor, but I cannot take the credit for being chosen for this award. I could not be successful at my job without the help I have received, and the help I continue to receive on a daily basis. I work with a great team at Truist, and the MTWM at Campbell was an amazing education which has equipped me with the skills and knowledge I need to be successful in the Wealth Management industry.”
Gray is a Trust Officer at Truist Wealth, where he is an Estate Specialist with the Estate Services Group in Atlanta, Georgia. He is also a North Carolina licensed attorney. In his free time, he enjoys hunting, reading and attending musical theatre. He is an Eagle Scout, a Freemason and an active member of The Church of Jesus Christ of Latter-day Saints. Gray is currently enrolled at The University of Alabama School of Law, where he is pursuing a Master of Laws in Taxation.
Kelly Mack, a Campbell Trust and Wealth Management and MBA graduate, was also included in this year’s group of recognized wealth management professionals.
“This is a testament to my leadership, mentors and peers I’ve been able to learn from, as well as the foundation I received from Campbell,” Mack said. “I hope to be able to shed some of that same knowledge and guidance to others that has been passed to me. It is an honor to be recognized among so many professionals in the industry and I am truly humbled. I look forward to continuing to grow in my career and add value along the way.”
Mack is currently the Planning and Governance Director for Truist. In this role, she is responsible for strategy, implementation, and execution in fiduciary administration, practice discipline and oversight functions. Additionally, she manages the development, training, and education of our trust and fiduciary practice solutions for Truist Wealth.
Prior to her current role, Mack served as a Trust Advisor in various client segments across Wealth, including Sports & Entertainment, High Net Worth and GenSpring Family Offices. Before joining SunTrust, she was a Trust Officer at U.S. Trust for three years. She is a current member of the Atlanta Estate Planning Council.
Keith Manning is also a Campbell Trust and Wealth Management and MBA alumnus who is currently a Vice President and Senior Trust Officer with Bank of America Private Bank in Dallas, Texas. He began his career as a Trust Administrative Officer II with U.S. Trust, Bank of America in Dallas. Over his ten year career with the Private Bank, he’s advanced to Senior Trust Officer.
Manning co-leads the Employee Engagement Pillar for the 901 Main building in Dallas. Throughout the year, he plans, coordinates and leads associate events for: career building, financial education, and networking events for the building’s 1,400 associates. He also co-leads the building’s American Red Cross Blood Drive and volunteers in many Bank sponsored events during the year. Manning is also a Certified Financial Planner (CFP®) certificate holder and holds the designation of Certified Trust and Fiduciary Advisor (CTFA).
Jillian Summers has also been named a 40 under 40 award recipient by the city of Wilmington. Summers, a Campbell Trust and Wealth graduate, currently serves as a wealth advisor for BB&T. After being selected to be one of 20 people to go into BB&T’s leadership development program for a year in Winston-Salem, she moved Wilmington, N.C. to start her career as a licensed wealth advisor. While helping clients she was able to earn the title of vice president within her first four years at the bank.
Summers volunteers in the children’s ministry at Port City Community Church and also participates in Work on Wilmington and with BB&T’s annual lighthouse project. Summers also serves as a board member and vice chair for The Carousel Center, ambassador for Port City Young Professionals, board member for Campbell Alumni Association, and is the current president of the Campbell Alumni Association Cape Fear Region.