Paul  Bopp

Paul Bopp
CFP®
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

Background

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.
Check the background of this investment professional on FINRA's BrokerCheck

Education

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.

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

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