Paula Gunter

Paula C. Gunter, CRPS®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

310 4th St NE

Suite 100,

Charlottesville, VA 22902-5299

About me

Background

Paula Gunter, is a Vice President and Financial Advsior at Truist Investment Services Inc., since joining Truist in 2002. She is dedicated to assisting clients in constructing a strong financial foundation and crafting strategic long-term plans to help achieve their life goals. With over two decades of experience in retail, private banking, retirement, financial planning, and investment management, she brings a wealth of knowledge to her clients. Paula holds certifications as a Chartered Retirement Planning Specialist and Financial Paraplanner Qualified Professional. She is passionate about aiding individuals, families, and businesses, with a special focus on empowering women and their families.

Paula attributes her achievements as a financial advisor to her ability to attentively listen and comprehend her clients' situations, priorities, and worries. This enables her to effectively implement tailored financial plans and sustain enduring, client relationships.

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

Education

Bachelor of Arts
Virginia Wesleyan University 1995

Personal Interests

Since 2001, Paula has called Charlottesville her home, actively engaging in community advocacy. Her involvement includes serving with Women United in Philanthropy, Big Brothers Big Sisters of the Central Blue Ridge, Leadership Charlottesville, and the Chamber’s Business Women's Roundtable. She cherishes the vibrant community she resides in with her family, where she delights in raising her daughter, enjoying outdoor activities, and playing soccer.

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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