Paul  Bopp

Paul Bopp
Financial Advisor Truist Investment Services, Inc.
The Broadview Group of Truist Investment Services, Inc.

2 W Washington St,

Greenville, SC 29601-2735

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About me


I serve as a Financial Advisor with Truist Investment Services, Inc., and act as the team’s financial planning specialist, providing a broad range of planning and advisory services, including retirement income structuring, education savings, and estate planning.  I offer more than 21 years of experience in the investment industry, including serving in various executive level leadership positions in the wealth management field before joining Truist.
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Bachelor of Arts: Neuroscience
Hamilton College 1997
Master's of Business Administration
Emory University 2012

Personal interests

I serve on the board of directors of Teach for America SC and Boys & Girls Clubs of the Upstate.


  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

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

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

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