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Andrew Orr

Andrew Orr, CFP®
Premier Banker

8320 Creedmoor Rd

Raleigh, NC 27613-1373

Andrew.Orr@truist.com

Phone 919-716-6310

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About me

Background

Andrew Orr is a Premier Banker and a Certified Financial Planner™ (CFP®) professional with 11 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Andrew’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Business Management
Guilford College
Bachelor's in Economics
Guilford College

Personal interests

Andrew lives in Raleigh with his wife, son, and rescue dog. In his free time, he enjoys traveling, live music, and spending time with his family and friends. Andrew is active in the Triangle community and sits on the BandTogetherNC community board.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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