Paul Bopp

Paul Bopp, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Broadview Group of Truist Investment Services, Inc.

2 W Washington St

Suite 803,

Greenville, SC 29601-2735

Paul.Bopp@Truist.com

Phone 864-370-5357

Fax 864-233-7956

Get directions

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About me

Background

Paul Bopp serves as a Financial Advisor with Truist Investment Services, Inc. He helps prepare financial plans for The Broadview Group of Truist Investment Services, Inc., providing a broad range of planning and advisory services, including retirement income structuring, education savings, and estate planning. He offers 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.

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

Education

Bachelor of Arts: Neuroscience
Hamilton College 1997
Master of Business Administration
Emory University 2012

Personal Interests

Paul serves on the board of directors of Teach for America SC and Boys and Girls Clubs of the Upstate.

Specialties

  • 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

Locations

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