Kevin Veverka

Kevin Veverka
Premier Banker

13620 Capital Blvd

Wake Forest, NC 27587-6607

About me

Background

Kevin Veverka is a Premier Banker with 14 years of financial services experience. The events of 2020 have only strengthened his desire to help clients not only achieve their goals, but to be prepared for the unexpected. He helps them take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Kevin’s daily goals are to be available to both his partners and his clients, and always strive to put his clients first and build their confidence and trust through high-touch attention, in-depth conversations, and technology.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

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

Education

Bachelor's Degree
Radford University

Personal interests

Kevin lives in Wake Forest, NC with his wife, Monica, and their two daughters, Kaitlyn (13) and Kristina (11), and their very energetic Goldendoodle, Cooper.

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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