Kevin Worm
Premier Advisor 1
Premier Advisor 1
1570 Manheim Pike, 3rd Floor
Lancaster, PA 17601
About me
Background
I am a Premier Advisor with Truist serving the Lancaster Market offering experience in the Banking Industry since 2014. As a Premier Advisor, I specialize in holistic, personalized Financial Planning. My purpose is to help empower individuals and families by listening carefully, planning strategically and collaborating closely with each client to achieve their long-term financial goals. What matters most to me is building trust through ongoing support tailored to their unique needs and aspirations, while helping to provide an exceptional experience now and into the future.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Bachelor's Degree
Michigan State University
Personal interests
When not at work, I enjoy spending quality time with family and friends, as well as volunteering at my church and/or in the community. If I’m not on a walk or run, you’ll find me in the stands cheering on my daughters as they participate in basketball, track and cheerleading.
Specialties
Premier Banking
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Premier Financial Planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Premier Risk Management
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
