Andrew Pittinos

Andrew Pittinos
CFA®
Financial Advisor Truist Investment Services, Inc.
The Broadview Group of Truist Investment Services, Inc.

2 W Washington St,

8th Floor,

Greenville, SC 29601-2735

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About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BSBA in General Business, cum laude
University of Denver 1999

Personal interests

I live with my wife, Winsy, our two boys, Keller and Mitchell, and daughter, Emma Lane, in Greenville, SC. I enjoy spending time with family and friends, swimming, biking, running, skiing, and cooking. 

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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