Cary Lipman

Cary Lipman, CRPC®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Central Florida Group of Truist Investment Services, Inc.

1303 South Babcock St

Melbourne, FL 32901-3068

Cary.Lipman@Truist.com

Phone 321-676-1187

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About me

Background

Cary Lipman is a Managing Director and Financial Advisor with Truist Investment Services, Inc. offering clients more than 35 years of comprehensive wealth management experience, with a family office approach that brings together specialists in investments, financial planning, insurance, and estate strategies. Cary has earned the Chartered Retirement Planning Counselor® (CRPC®) professional designation.

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

Education

BSBA - Finance
University of Florida 1979 1983

Personal Interests

Cary earned a bachelor's in finance from the University of Florida. He's active in the local community, including the Eau Gallie Yacht Club, and enjoys spending time with family and friends, traveling, and playing tennis.

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

Accomplishments

Best-In-State Wealth Management Teams*
Forbes 2024
The 2024 Forbes Best In State Wealth Management Teams* award was presented to The Lipman-Peters Group of Truist Investment Services, Inc. The Lipman-Peters Group of Truist Investment Services, Inc., underwent a name change in January 2024 to form The Central Florida Group of Truist Investment Services, Inc. Financial Advisor Cary Lipman and Financial Consultants Ted Peters and Patrick Culhane were members of both teams.


*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date.

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