Kevin  Mora

Kevin Mora
Premier Banker

2286 Dave Lyle Blvd.

Rock Hill, SC 29730

About me

Background

I am a Premier Banker at Truist and I offer over 10 years of experience in the financial services industry. My focus is on providing exceptional service to my Clients, and I take pride in carefully cultivating lasting relationships. By taking a holistic approach to financial planning, I am able to craft tailored financial solutions to help guide Clients through their financial journey. By collaborating with Truist partners, I strive to provide seamless experiences for each Client.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Check the background of this investment professional on FINRA's BrokerCheck

Personal interests

When not at work, I enjoy spending time with family, traveling, and staying active.

Specialties

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

  • 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.

Locations

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