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

2nd Floor,

Melbourne, FL 32901-3068

cary.lipman@truist.com

Phone 321-676-1187

Get directions

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About me

Background

Cary Lipman is a Senior Managing Director and Financial Advisor with the Private Client Group of Truist Investment Services, Inc.

Cary is the Managing Partner of The Central Florida Group of Truist Investment Services Inc. and has earned the Chartered Retirement Planning Counselor® (CRPC®) professional designation. He shares with his clients more than 40 years of comprehensive wealth management experience and uses a collaborative approach by bringing together specialists in investments, financial planning, insurance, and estate strategies. 

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

Accomplishments

Best-In-State Wealth Management Teams*
Forbes 2024
Best-In-State Wealth Management Teams*
Forbes 2025
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 2024/2025 and is based on the aforementioned criteria through the calendar year preceding the award date.

Locations

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1303 South Babcock St,

2nd Floor, Melbourne, FL 32901-3068

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

Phone 321-676-1187

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