Andrew Orr

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.

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 of Arts in Business Management
Guilford College
Bachelor of Arts in Economics
Guilford College

Personal Interests

Andrew is active in the Triangle Community and currently sits on the Community Board for BandTogetherNC.  In his spare time Andrew enjoys spending time with his family, traveling and experiencing live music.

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 and/or wealth needs of business owners.

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