Andrew B. Orr,
CFP®, CEPA
Vice President
Wealth Business Advisor
Truist Bank
8320 Creedmoor Rd
Raleigh, NC 27613-1373
About me
Background
Andrew Orr is a Wealth Business Advisor with more than 12 years of financial services experience. He helps business owner clients take a comprehensive and strategic approach to financial planning. In partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, Andrew and his team develop personalized recommendations tailored to his clients’ priorities.Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Top-notch service delivery and support for the private banking needs of business-owners
Recommended Resources
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