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

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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

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