Paula Oates

Paula C. Oates
Vice President Wealth Private Banking Advisor Truist Bank

214 N Tryon St

29th Floor,

Charlotte, NC 28202

Paula.oates@truist.com

Phone 704-954-1059

Fax 704-417-4140

Get directions

See all locations

About me

Background

Paula Oates is a Wealth Private Banking Advisor with Truist Wealth. With over 40 years of financial services experience, she helps clients obtain customized banking and credit solutions based on their specific needs helping them become better financially tomorrow than they are today. She takes pride in every client interaction and wants her clients to feel appreciated and part of the bank’s overall success. Helping clients address their financial goals drives her purpose every day.  

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

Education

Associate of Business Administration
York Technical College

Personal Interests

Outside of work Paula enjoys quality time with her family, especially her two grandsons.  Her vacation time is likely spent on the Carolina Coast relaxing at the beach with family and friends.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

Locations

Loading location info...

Location data unavailable at this time. We apologize for the inconvenience.

{5}

{0}

{1}

{2} miles

Office hours

{6}

Phone {3}

Fax {4}

Recommended Resources

Market Perspective Market reset creates opportunity

View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.

Market Perspective
09/17/2026
Article
09/17/2026
Market Perspective – September 17, 2026 | Truist Wealth

Market Perspective Market reset creates opportunity

View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.
09/17/2026
Article
09/17/2026
Market Perspective – September 17, 2026 | Truist Wealth

Special Commentary Special Commentary

Fed hikes and keeps options open; 7 key takeaways

Fed hikes and keeps options open; 7 key takeaways
09/16/2026
Article
09/16/2026
Special Commentary - September 16, 2026

Special Commentary Special Commentary

Fed hikes and keeps options open; 7 key takeaways
09/16/2026
Article
09/16/2026
Special Commentary - September 16, 2026

Special Commentary Special Commentary

Pacing AI development doesn’t guarantee slower adoption

Pacing AI development doesn’t guarantee slower adoption
09/15/2026
Article
09/15/2026
Special Commentary -September 15, 2026

Special Commentary Special Commentary

Pacing AI development doesn’t guarantee slower adoption
09/15/2026
Article
09/15/2026
Special Commentary -September 15, 2026
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    Component ID : "accordionGridLayout-1288434688"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2026, Truist. All Rights Reserved.