Paul Irving

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

4777 Sharon Rd

Fl 2,

Charlotte, NC 28210-0101

Paul.Irving@Truist.com

Phone 704-367-7995

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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 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

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking 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

Best- In-State Wealth Advisor*
Forbes 2024 Undefined
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

Locations

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