Paul Shibley

Paul J. Shibley
Wealth Advisor Truist Bank

919 E Main St

8th Floor,

Richmond, VA 23219-0005

About me

Background

Paul J. Shibley is a wealth advisor for Truist Bank, with 25 years of experience in the rapidly changing financial services industry. He works closely with his clients to coordinate and integrate all facets of their financial life to provide an effective client advisory relationship. Paul was a five-time winner of the annual Sterling and Elite Performers club during his time with our predecessor firm, BB&T, and is an active member of the Richmond Estate Planning Council. 

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 - Business Management
Virginia Commonwealth University 1990

Personal Interests

Shibley is a graduate of the Virginia Commonwealth University School of Business and attended the Cannon Financial Institute for Wealth Management. He serves on the finance committee for his church, St. Anthony’s, and enjoys spending time with his family and volunteering in the community.

Specialties

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

  • 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

  • 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

  • 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.

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

Accomplishments

Sterling Performance Club
BB&T now Truist 2016
Sterling Performance Club
BB&T now Truist 2018
To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.