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