Paul Irving

Paul S. Irving, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Piedmont Group of Truist Investment Services, Inc.

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

About me

Background

Paul Irving has been advising clients in wealth management, investment management, and retirement planning since 1997. In addition, he's a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional specializing in comprehensive wealth management and am a member of the Financial Planning Association (FPA). 

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

Education

St. Bonaventure University 1992 1996

Personal Interests

Paul is a graduate of St. Bonaventure University and actively participate in the Charlotte business community. Married with two children, Paul enjoys spending time with his family and playing golf.

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

To
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