Bill Lupi

Bill Lupi
Premier Banker

330 York Rd

Carlisle, PA 17013-3180

About me


I am a Premier Banker with over 20 years of financial services experience. I have been with Truist for over seven years providing families with active financial relationship management for their banking, investment, risk management, and strategic credit needs. I work with a team of Truist specialists to help clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions. My goal is to put Clients first by building trust through high-touch attention, in-depth conversations, and technology. I seeks to guide Clients through their financial journeys by addressing their short-term and long-term goals.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

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


Bachelor's Degree
Radford University

Personal interests

I have lived in Central Pennsylvania for over 15 years. When not at work, I enjoy outdoor activities such as hiking and kayaking. I also volunteer in the community as an Eagle Scout Coach for the Boy Scouts of America, a CPR/AED and first aid instructor for the American Red Cross, and am a member of the Harrisburg Chamber of Commerce.


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

  • 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.


Loading location info...

Location data unavailable at this time. We apologize for the inconvenience.





Office hours


Phone {3}
Fax {4}

{0} {1}