Frank Goins

Frank Goins, CFP®, CTFA, AEP®
Wealth Advisor Truist Bank

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

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 solutions 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 solutions to my clients. He also provides family office services through GenSpring, Truist’s ultra-high-net-worth division.

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 1990
MBA Finance
University of North Carolina at Greensboro 1996

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 and/or wealth needs of business owners.

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

About Our Process

Hi. I'm Frank Goins, senior wealth advisor and managing director for Truist Wealth. My practice is primarily based in Charlotte in the Carolinas. However, I work with families up and down the East Coast and as far West as Arizona and California. I'm a certified financial planner, certified trust and fiduciary advisor, and accredited estate planner, and have a master's degree in business. I've had the pleasure and honor of partnering with high net worth families for over 25 years. My practice has gravitated towards a specialization and working with business owners. I have so much respect and admiration for these special visionaries who took tremendous risk and have had such a positive impact on the lives of their clients, their employees, and the communities they serve. My training, education, and especially my experience have provided an opportunity for me to guide business owners as they consider the transition of their business that often feels like a member of the family. To deliver on our client's high expectations, I assemble an outstanding team of subject matter experts and portfolio management, trust administration, high level financial planning, and tax strategies. We have specialists and business transition planning, family office management, and even social security and Medicare planning. I would love to be able to help you and your family reach your financial goals. So please give me a call.

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}