3817 Morganton Rd
2nd Floor,
Fayetteville, NC 28314-1501
As a wealth advisor with more than 11 years of experience, Lir Berberi helps his clients take a comprehensive and strategic approach to financial planning, even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, he develops recommendations tailored to his clients’ needs, priorities, and preferences.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Lir earned an undergraduate degree from the University of St. Andrews and an MBA from Wingate University. He's a board member of the Sandhills Children's Center in Pinehurst and a member of Manna Church in Fayetteville, NC.
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
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
Top-notch service delivery and support for the private banking 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
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
Market views heading into the week highlight what we're watching and important news ahead.
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.