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 S 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 was active in his fraternity, Beta Theta Pi, and still remains in contact with his brothers.  He is an avid Gator fan, attending or watching any Gator sport he can. He and his family enjoy RVing, whether to the Gator football games for tailgating, or camping at Fort Wilderness. He's active in the local community, supporting local charities, as well as serving on committees at the Eau Gallie Yacht Club. He enjoys spending time with his family (especially his twin granddaughters), and friends. He also enjoys traveling, and playing tennis.

Cary loves what he does and feels blessed he chose a profession that has been both financially and personally rewarding. He remembers as a young advisor learning from Zig Ziglar’s saying “You can have everything in life you want, if you will just help other people get what they want”. This philosophy has guided Cary throughout his career, both helping him to achieve success while making a meaningful difference in the lives of others.

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

Accomplishments

Top Next-Gen Wealth Advisor-Best in State*
Forbes 2023
Best-in-State Wealth Advisor*
Forbes 2024
*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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