Dylan Kepes

Dylan Kepes
Premier Banker

6475 Sugarloaf Pkwy

Duluth, GA 30097-4092

About me

Background

Dylan Kepes is a Premier Banker with 11 years of financial services experience, three of them with Truist. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Dylan’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to be each client’s “field general,” supported by a team of dedicated specialists for every need. Dylan develops and tailors a unique plan so that clients can protect and grow the necessary resources for their short- and long-term objectives—up to retirement and beyond.

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

Personal interests

Dylan is a mentor for the Gwinnett County library's initiative to bolster the economic success of county entrepreneurs and help families prepare for the worst while expecting the best. He, his wife, and two boys enjoy camping and the outdoors. In his spare time, he enjoys woodworking.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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