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Carl Oldani

Carl W. Oldani
Financial Advisor Private Client Group Truist Investment Services, Inc.

2806 Arendell St

2nd Floor Suite 200,

Morehead City, NC 28557-3317

Carl.Oldani@Truist.com

Phone 252-222-0022

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About me

Background

Carl Oldani is a Financial Advisor with Truist Investment Services, Inc., offering more than 27 years of financial services, retirement planning, and investment management experience. He specializes in wealth creation, accumulation, and distribution for individuals, business owners, and families.

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

Specialties

  • 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.

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Locations

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