Bill Lupi

Bill Lupi
Senior Premier Advisor

330 York Road

Carlisle, PA 17013

Bill.Lupi@truist.com

Phone (717) 489-3149

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About me

Background

I am a Senior Premier Advisor and have been in the financial services industry since 1997, and with Truist since 2013.  I work closely with my clients and their families and help to provide personal advice and tailored financial solutions through Financial Planning that guide them throughout their unique financial journey. 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 help to put clients first by building trust through high-touch attention, in-depth conversations, and technology.  I help clients through their financial journey 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

Education

Bachelor's Degree
Radford University

Personal interests

I have lived in Central Pennsylvania since 2005. 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.

Specialties

  • 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.

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