Patrick Cima
Managing Director / Financial Advisor / The Kennedy/Long Group at Truist Investment Services, Inc. at Truist Investment Services, Inc. / Truist Wealth | Charlotte, North Carolina, United States
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Patrick Cima serves as a Managing Director and Financial Advisor at Truist Investment Services, Inc., where he leads The Kennedy/Long Group. With a commitment to helping a select group of clients build, manage, protect, and transition their wealth, Patrick leverages over sixty years of combined experience within his team to deliver tailored financial solutions. His expertise spans the four cornerstones of wealth management: Investments, Liability Management, Risk Management, and Trust, Estate, and Fiduciary Services.
At Truist Wealth, Patrick is instrumental in developing comprehensive investment strategies that align with clients' unique financial goals. His proficiency in asset management and portfolio review enables him to craft personalized retirement income strategies that ensure long-term financial security. Additionally, he emphasizes the importance of risk management, utilizing innovative insurance and asset protection strategies to safeguard clients' wealth against unforeseen challenges.
Patrick's approach is holistic, integrating alternative investments and college education planning into his clients' financial frameworks. He understands that effective retirement planning requires not just a focus on growth, but also a strategic approach to liability management and estate planning. By fostering strong relationships built on trust and transparency, Patrick empowers clients to navigate the complexities of wealth management with confidence. His dedication to excellence and deep industry knowledge position him as a trusted advisor in the ever-evolving financial landscape.
Managing Director / Financial Advisor / The Kennedy/Long Group at Truist Investment Services, Inc. at Truist Investment Services, Inc. / Truist Wealth in February 2021 to Present
Senior Vice President at Truist Investment Services, Inc. / Truist Wealth in September 2018 to February 2021
Managing Director - Investments at Wells Fargo Advisors in January 2008 to September 2018
Senior Vice President - Investments at UBS/Paine Webber in January 1997 to January 2008
Golf Professional at Bermuda Run Country Club in January 1995 to January 1997
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Asset Management
Portfolio Review
Wealth Management
Retirement Income Strategies
Investment Strategies
Financial Planning
College Education Planning
Investments
Retirement Planning
Investment Management
Alternative Investments
Risk Management
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What is Patrick Cima email address?
Email Patrick Cima at [email protected]. This email is the most updated Patrick Cima email found in 2026.
How to contact Patrick Cima?
To contact Patrick Cima send an email to [email protected]. (updated on September 13, 2024)
What company does Patrick Cima work for?
Patrick Cima works for Truist Investment Services, Inc. / Truist Wealth
What is Patrick Cima's role at Truist Investment Services, Inc. / Truist Wealth?
Patrick Cima is Managing Director / Financial Advisor / The Kennedy/Long Group at Truist Investment Services, Inc.
What is Patrick Cima's Phone Number?
Patrick Cima's phone (704) ***-*294
What industry does Patrick Cima work in?
Patrick Cima works in the Financial Services industry.
Patrick Cima Email Addresses
Patrick Cima Phone Numbers
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