Frank Goins

Frank Goins, CFP®, CTFA, AEP®
Managing Director Senior Wealth Advisor Truist Bank

214 North Tryon St

33rd Floor,

Charlotte, NC 28202

Frank.Goins@Truist.com

Phone 704-526-4433

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About me

Background

As a Senior Wealth Advisor with over 25 years of experience working with high-net-worth families, Frank Goins and his team develop customized financial strategies for their clients Frank directs this process through the creation and implementation of comprehensive financial plans with a focus on tax efficiency and customization*. He has extensive planning background and is a CERTIFIED FINANCIAL PLANNER® professional, Certified Trust and Fiduciary Advisor (CTFA) and Accredited Estate Planner® (AEP®). With these designations, he is often asked to assist the owners of privately held businesses with their unique planning needs.

Frank calls upon a team of highly experienced and credentialed specialists in trust, investment management, insurance, estate settlement, charitable giving, credit, and financial planning to deliver customized strategies to his clients. He also provides family office services.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

 *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

Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Mathematics and Economics
Guilford College
MBA Finance
University of North Carolina at Greensboro

Personal Interests

Frank is a past member of the Board of Directors for Junior Achievement of Central Carolinas and a current member of the Charlotte Estate Planning Council.

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

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

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

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

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