Jim Trull, Aif®, Cfp® Email & Phone Number

A veteran of the financial services industry with more than 30 years of experience, Jim Trull, CFP® has demonstrated a consistent ability to help protect and grow the hard-earned assets of his clients. As president and founder of Keystone Financial Partners, an independent wealth management firm, Jim specializes in helping successful individuals plan for and secure a comfortable retirement lifestyle.Our clients are successful professionals and retirees, many of whom are experiencing major life changes, including retirement, loss of a spouse or divorce. We seek to work with a select group of clients with whom we feel we can add extraordinary value and service. We use a detailed consultative financial planning process that allows us to learn about our clients’ deepest concerns, interests and goals for the future. We then offer customized solutions designed to fit their individual needs.Jim Trull is a lifelong resident of North Carolina. Jim enjoys playing golf and is a member of Prestonwood Country Club. Jim spends much of his free time in the NC mountains taking photos of the beautiful landscape. An active member of his community, Jim is a member of the Cary Chamber of Commerce and is a past president of the Cary Central Rotary Club. He serves on the board of directors for Life Experiences, a local nonprofit organization that employs adults with development disabilities. Jim is a member of the prestigious Summit Study Group and founder of the Senior Resource Alliance of the Triangle.Connect with Jim if you are a successful professional, nearing retirement, a retiree or going through a life change and are looking for an experienced financial services veteran and wealth manager.919-463-0018 | jtrull@keystonefinancialpartners.com

Listed skills include Strategic Financial Planning, Financial Services, Financial Analysis, Retirement Planning, and 2 others.

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  Wealth Manager

  Keystone Financial Partners

  May 1980 - Present

  1255 Crescent Green Ste 440 Cary, NC 27518 | 919-463-0018 | jtrull@keystonefinancialpartners.comKeystone Financial Partners is an investment firm that helps successful professionals, affluent retirees, and widows make smart financial decisions. Jim Trull, AIF®, CFP®, the president and founder of the firm, understands the needs of successful retirees and individuals approaching retirement. In addition, as the result of more than 20 research interviews, Jim has become innately in tune with the unique needs of the widow community. Securities and Advisory Services offered through Commonwealth Financial Network, Member www.finra.org, www.sipc.org, a Registered Investment Adviser.This communication is strictly intended for individuals residing in the states of AZ, CA, FL, MA, MD, ME, NC, OH, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html.

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  North Carolina State University - College Of Management