Cary Lipman

Cary Lipman, CRPC®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Central Florida Group of Truist Investment Services, Inc.

1303 South Babcock St

2nd Floor,

Melbourne, FL 32901-3068

Cary.Lipman@Truist.com

Phone 321-676-1187

Fax 321-676-1198

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About me

Background

Cary Lipman is a Senior Managing Director and Financial Advisor with the Private Client Group of Truist Investment Services, Inc.

Cary is the Managing Partner of The Central Florida Group of Truist Investment Services Inc. and has earned the Chartered Retirement Planning Counselor® (CRPC®) professional designation. He shares with his clients more than 40 years of comprehensive wealth management experience and uses a collaborative approach by bringing together specialists in investments, financial planning, insurance, and estate strategies.

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

Education

BSBA - Finance
University of Florida 1979 1983

Personal Interests

Cary earned a bachelor's in finance from the University of Florida. He's active in the local community, including the Eau Gallie Yacht Club, and enjoys spending time with family and friends, traveling, and playing tennis.

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

  • 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

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

Accomplishments

Best-In-State Wealth Management Teams*
Forbes 2024
Best-In-State Wealth Management Teams*
Forbes 2025
*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented on January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date.

*Each team of advisors recognized by Forbes is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including In-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented in January 2025 and is based on the aforementioned criteria through the calendar year preceding the award date.

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