Paul Ullmann

Paul Ullmann, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

120 E Baltimore St

Baltimore, MD 21202-1605

About me

Background

Paul Ullmann is a Financial Advisor, and CERTIFIED FINANCIAL PLANNER™ professional with Truist Investment Services, Inc., offering clients more than 20 years of financial services experience. 

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

Education

MBA
Loyola University 2000 2004
BA in Sociology
University of Maryland 1986 1989

Personal Interests

Paul is a longtime Baltimore resident who earned a bachelor’s in sociology from the University of Maryland, College Park, and an MBA from Loyola University. He serves on the board of directors for Maryland Public Television and actively volunteers in the community with various organizations. He’s married, with two teenage children.

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

  • 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

  • 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.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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

To
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