214 North Tryon St
33rd Floor,
Charlotte, NC 28202
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
214 North Tryon St,
33rd Floor, Charlotte, NC 28202
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
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