Frank Goins

Frank Goins, CFP®, CTFA, AEP®
Managing Director Wealth Advisor Truist Bank

214 North Tryon St

33rd Floor,

Charlotte, NC 28202

Frank.Goins@Truist.com

Phone 704-526-4433

Fax 704-551-0669

Get directions

See all locations

About me

Background

As a Senior Wealth Advisor with over 25 years of experience working with high-net-worth families, Frank Goins and his team develop customized financial strategies for their clients. Frank directs this process through the creation and implementation of comprehensive financial plans with a focus on tax efficiency and customization*. He has extensive planning background and is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Trust and Fiduciary Advisor (CTFA) and Accredited Estate Planner® (AEP®). With these designations, he is often asked to assist the owners of privately held businesses with their unique planning needs.

Frank calls upon a team of highly experienced and credentialed specialists in trust, investment management, insurance, estate settlement, charitable giving, credit, and financial planning to deliver customized strategies to his clients. He also provides family office services through GenSpring, Truist’s ultra-high-net-worth division.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 


*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences

Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Mathematics and Economics
Guilford College 1990
MBA Finance
University of North Carolina at Greensboro 1996

Personal Interests

Frank is a past member of the Board of Directors for Junior Achievement of Central Carolinas and a current member of the Charlotte Estate Planning Council. 

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.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

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

Locations

Loading location info...
Return to list view

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
 Fax {4}

{0} {1}

About Our Process

Show Transcript Hide Transcript
Hi. I'm Frank Goins, senior wealth advisor and managing director for Truist Wealth. My practice is primarily based in Charlotte in the Carolinas. However, I work with families up and down the East Coast and as far West as Arizona and California. I'm a certified financial planner, certified trust and fiduciary advisor, and accredited estate planner, and have a master's degree in business. I've had the pleasure and honor of partnering with high net worth families for over 25 years. My practice has gravitated towards a specialization and working with business owners. I have so much respect and admiration for these special visionaries who took tremendous risk and have had such a positive impact on the lives of their clients, their employees, and the communities they serve. My training, education, and especially my experience have provided an opportunity for me to guide business owners as they consider the transition of their business that often feels like a member of the family. To deliver on our client's high expectations, I assemble an outstanding team of subject matter experts and portfolio management, trust administration, high level financial planning, and tax strategies. We have specialists and business transition planning, family office management, and even social security and Medicare planning. I would love to be able to help you and your family reach your financial goals. So please give me a call.

Recommended Resources

    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    Component ID : "accordionGridLayout-1288434688"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

    McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
    • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
    • New York City residents

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2025, Truist. All Rights Reserved.