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S. Paul Kanoy

S. Paul Kanoy
Wealth Advisor Truist Bank

143 E Rosemary St

Chapel Hill, NC 27514-3528

Paul.Kanoy@Truist.com

Phone 919-918-7045

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About me

Background

As a Truist Wealth Advisor, Paul Kanoy brings more than 18 years of financial services experience, building and managing trusted advisory relationships. Paul serves as a financial generalist who coordinates a team delivering comprehensive financial planning, investment advisory, risk management, strategic credit and other banking services. Paul specializes in working with affluent individuals, families, business owners and corporate executives.

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

Bachelor of Science in Criminal Justice
Appalachian State University

Personal Interests

Originally from Boone, Paul now resides in Apex with his wife, Shelby, and their two children, Noah and Maris. Among his many interests, Paul enjoys spending time with family, teaching church youth group, coaching youth sports, hiking and snow skiing in the NC mountains and supporting App State athletics.

Specialties

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

  • 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

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

Accomplishments

Sterling Performer Award
BB&T 2018
Elite Performer Award
BB&T 2018
AAA Advisors Council Award
BB&T 2018
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.

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