Patrick Culhane

Patrick Culhane, AWMA®, CFP®, CRPC®, APMA®
Financial Consultant Truist Investment Services, Inc.

1303 S Babcock St

Melbourne, FL 32901-3068

About me

Background

Patrick Culhane is a Vice President and Financial Consultant with The Lipman Peters Group of Truist Investment Services, Inc. With over 10 years of financial services experience, he offers clients a family office approach that brings together specialists in investments, financial planning, insurance, and estate strategies.

Patrick has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Retirement Planning Counselor™ (CRPC®), Accredited Wealth Management AdvisorSM (AWMA®), and Accredited Portfolio Management AdvisorSM (APMA®) designations.  

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

Education

BBA in Finance
University of Toledo 2003 2007

Personal Interests

Originally from Ohio and a graduate of the University of Toledo with a degree in finance, Patrick has lived in Brevard County since 2007. He is active in the local community, serving on the board of directors of Club Esteem, The Brevard Estate Planning Council, and The Early Learning Coalition of Brevard. In his free time, Patrick enjoys spending time with his wife, Liz, and their three children.

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

To
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