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Paul Shorter

Paul A. Shorter Jr.
Wealth Advisor Truist Bank

235 Magrath Darby Blvd

Suite 300,

Mount Pleasant, SC 29464

Paul.Shorter@Truist.com

Phone 843-388-1006

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About me

Background

Paul Shorter is a Wealth Advisor with Truist Bank, in Charleston and Hilton Head, offering clients more than 17 years of financial services, retirement planning, and investment management experience. He takes the time to understand his clients’ complete financial picture, including their goals and circumstances, to help improve their financial wellbeing. Paul also coordinates with a team of financial specialists who, working together, provide comprehensive and highly customized financial advice and solutions, including investment management, retirement planning, depository, lending and trust/estate planning strategies, to help meet the unique needs of high-net-worth individuals and families.

Paul holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by his team of specialists, but by his highly attentive service and coordination of resources. Paul takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that he can assess the interaction and far-reaching impact of their multiple objectives.

Paul can be reached at his office (843-388-1006) or mobile phone (757-619-9920).

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

Education

Bachelor of Science in Business Administration with minors in Finance and Economics
College of Charleston 1999 2003

Personal Interests

A native of Chesterfield, VA, Paul graduated from the College of Charleston's School of Business with a major in business administration and a double minor in finance and economics. He is a College of Charleston board member for the Department of Finance and supports the alumni association and athletic club. He was the 2016 co-chair of a United Way campaign, and participates in various other charitable events in the Charleston area. Paul is also a 2019 graduate of the Chamber of Commerce Leadership of  Charleston. 

When he's not in the office, Paul enjoys spending time with his wife, Clair, and their two children, Blake and Ella, while fishing, hiking, boating, and attending sporting events. 

Specialties

  • 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

  • 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

  • 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.

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