Paul Sabataitis

Paul Sabataitis
Vice President Financial Consultant Truist Investment Services, Inc.

950 Main Ave

Suite 720,

Cleveland, OH 44113

About me

Background

Paul Sabataitis is a Vice President and Financial Consultant with Truist Investment Services, Inc.  He joined Truist in March of 2024 and offers his clients more than 25 years of equity research, financial planning and investment management experience.  Born and raised in Northeast Ohio, Paul spent the first ten years of his career as an equity research analyst and associate portfolio manager for Gradison McDonald Asset Management, a division of Key Bank.  When Gradison McDonald was sold to UBS in 2007, he stayed there for another three years.  In 2011, Paul moved over to higher education where he would spend a combined ten years specializing in financial planning and endowment accounting & management for Case Western Reserve University and Oberlin College.

Paul has held leadership roles for several local boards and non-profits.  He is a past Treasurer and member of the executive committee for RTB Aviation, LLC.  He also served on the board of trustees for the Western Reserve Fire Museum and the Cleveland Rowing Foundation.  In 2017, he served a two-year term as Secretary for the Cleveland monument committee of the Woody Williams Medal of Honor Foundation.

Paul earned a Bachelor of Science in Business Administration in Economics from John Carroll University and holds a Master of Arts in Financial Integrity from Case Western Reserve University.

Paul resides in Avon Lake, Ohio on the west side of Cleveland.  A licensed pilot, he enjoys flying, sailing and fishing with his two daughters.  Since 2016, Paul has also worked part-time as a Firefighter for the Village of Gates Mills, a suburb on the east side of Cleveland.  A passionate Veterans’ advocate, Paul is a recipient of the US Navy Meritorious Public Service Award, the third-highest Navy award presented to civilians.

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

Education

B.S.B.A in Economics
John Carroll University 1999
Master of Arts in Financial Integrity
Case Western Reserve University 2018

Personal Interests

Paul resides in Avon Lake, Ohio on the west side of Cleveland.  A licensed pilot, Paul enjoys flying, sailing and fishing with his two daughters.  Since 2016, Paul has also worked part-time as a Firefighter for the Village of Gates Mills, a suburb on the east side of Cleveland.  A passionate Veterans’ advocate, Paul is a recipient of the US Navy Meritorious Public Service Award.  It is the third-highest Navy award given to civilians for outstanding civic contributions that significantly benefit the mission of the Department of the Navy.

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

Locations

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