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Paul Brinkley

Paul S. Brinkley
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Cypress Group of Truist Investment Services, Inc.

101 N 3rd St

3rd Floor,

Wilmington, NC 28401-4034

PBrinkley@Truist.com

Phone 910-392-8362

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About me

Background

For more than 25 years, Paul Brinkley has been devoted to serving the clients who have entrusted him with the stewardship of their overall financial goals. He continues to provide sound advice and customized wealth and portfolio management strategies, combined with enhanced client relationship oversight. He began his career in the financial services industry in 1996 as a financial advisor at Wheat First Securities, before transitioning in 2001 to Truist’s predecessor firm, BB&T Scott & Stringfellow. Paul completed the Value Investing: Making Intelligent Investment Decisions course offered by the Columbia Business School. 

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

Education

BA in Business Management
NC State University 1992
Value Investing: Making Intelligent Investment Decisions Course
Columbia Business School

Personal Interests

Paul was a previous board and fiscal affairs committee member of Winter Park Baptist Church and a previous board committee member of Port City Community Church. His interests include cycling, paddle boarding, reading and learning, and travel.

Specialties

  • 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.

  • 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

  • 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.

  • 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

Accomplishments

Sterling Performer Award*
Truist 2018
Sterling Performer Award*
Truist 2019
*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.

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