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
Education
Personal interests
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
