Paul Irving Email & Phone Number
Private Advisor - Managing Director @ Rockefeller Capital Management
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Paul Irving Location
- Charlotte, NC, US
Paul Irving Work
- Private Advisor - Managing Director @ (September 2026 - Present)
- Managing Director, Financial Advisor at Truist Investment Services, Inc., Truist Wealth @ (February 2021 - September 2026)
- Financial Advisor; CFP®; Senior Vice President @ (October 2012 - February 2021)
- Financial Advisor;CFP®; Senior Vice President-Investments @ Wells Fargo Advisors (March 1998 - October 2012)
Paul Irving Education
- St. Bonaventure University
Paul Irving Skills
- Financial Planning
- Retirement Planning
- Wealth Management
- Series 7
- Leadership
- Equities
- Business Development
- Marketing
- Finance
- Strategic Planning
- Strategy
Paul Irving Summary
- Paul Irving, based in Charlotte, NC, US, is currently a Private Advisor - Managing Director at Rockefeller Capital Management. Paul Irving brings experience from previous roles at Truist Investment Services, Inc., Truist Wealth, BB&T Scott & Stringfellow and Wells Fargo Advisors. Paul Irving holds a St. Bonaventure University. With a robust skill set that includes Financial Planning, Retirement Planning, Wealth Management, Series 7, Leadership and more. Paul Irving has 1 emails on RocketReach.
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