Chip Langdale

Chip Langdale, CIMA®
Senior Vice President Investment Manager

924 Kildaire Farm Rd

2nd Floor,

Cary, NC 27511-3923

About me

Background

Chip Langdale joined Truist in 2014. He is an Investment Manager with Truist Wealth with more that 15 years of experience developing, implementing, and communicating investment strategies for his clients.  Chip works with his clients in every phase of life to help them address their financial goals and objectives.  He works in partnership with an experienced team of specialists to provide financial planning, credit, estate and tax strategies*, as well as family governance and education. Throughout his career, Chip has seen many different market and economic environments, and he continues to use the knowledge and experience to help guide his clientele.

Chip is also is a Certified Investment Manager Analyst (CIMA®) conferred through the University of Pennsylvania, Wharton School of Business and is a member of the Investment Management Consultants Association.

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

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

Education

Bachelor of Science
East Carolina University
Master’s degree in Trust and Investment Management
Campbell University

Personal Interests

When he isn’t working, Chip enjoys bouncing between the North Carolina mountains and beaches exploring, hiking, and surfing.  He is an avid supporter of the English football club Tottenham Hotspur FC and he’s a scratch golfer who is always on the lookout for narrow fairways and fast greens.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • Top-notch service delivery and support for the private banking and/or wealth 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

To
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