A. Frank Goins, CFP®, CTFA, Wealth Advisor

SunTrust Investment Services, Inc.

A. Frank Goins Photo
A. Frank Goins, CFP®, CTFA, Wealth Advisor

SunTrust Investment Services, Inc.

-Hide Locations

4777 Sharon Rd,

Charlotte, NC 28210

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

About

As a Wealth Advisor, A. Frank Goins uses his experience and education, along with his highly credentialed team to develop customized solutions for his valued clients. Frank directs this process through the creation and implementation of comprehensive financial plans with a focus on tax efficiency and customization. Due to his extensive planning background, Frank assists large commercial clients with their unique planning needs.

Frank calls upon a team of highly experienced and credentialed Wealth Management specialists to deliver customized solutions to his clients. These specialists maximize clients' individual objectives by drawing on SunTrust's strengths in Trust, Investment Management, Insurance, Estate Settlement, Charitable, Credit and Financial Planning. He also provides services through GenSpring, SunTrust's ultra-high net worth division.

Frank joined SunTrust in 2006 and has over 25 years of experience serving clients in the financial planning and financial services fields. Frank has earned the professional designations of Certified Financial PlannerTM (CFP®), Certified Trust & Financial Advisor (CTFA) and Accredited Estate Planner® (AEP®). In addition, Frank is a graduate of Guilford College with a B.S. Degree in Math and Economics and holds an MBA in Finance from the University of North Carolina at Greensboro. He is a member of the Board of Directors for Junior Achievement of Central Carolinas, a member of the Charlotte Estate Planning Council, sits on the Cabinet of Professional Advisors for Foundation for the Carolinas and is on the Advisory Board for Financial Services Institute at CPCC.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

Continue Reading