Kendall Weller

Kendall Weller
Premier Banker

1130 Beaver Creek Commons Dr

Apex, NC 27502-3919

About me

Background

Kendall Weller is a Premier Banker with 23 years of financial services experience, the past six working for Truist. Having joined Truist in 2015 as one of the first premier bankers in North Carolina, he remained with Truist because of its purpose to inspire and build better lives and communities through the core values of happiness, caring, success, trustworthiness, and one team. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Kendall’s daily goal is to put his clients first and build their trust through high-touch attention, in-depth conversations, and technology.

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

Education

Associate's in Liberal Arts
City University of New York at Kingsborough
Bachelor's in Psychology
University of North Carolina at Chapel Hill

Personal interests

Kendall has lived in North Carolina since 1997 and has three wonderful sons - all of whom were awesome soccer players growing up. In their free time, they enjoy cooking, fishing, and watching movies.

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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