Kristen Mock

Kristen Mock
Premier Banker

160 N Nova Rd

Ormond Beach, FL 32174-5122

About me

Background

Kristen Mock is a Premier Banker, registered representative, and Investment Advisor Representative (IAR) with 15 years of financial services experience, nine of them with Truist. She feels that the community bank model at Truist is the firm’s greatest asset, as it both allows decision making to be kept close to home and enables her to provide all of the resources of a large bank with a small bank feel. Kristen helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Her daily goal is to put her clients first. She builds their trust through high-touch attention, in-depth conversations to understand their financial picture and helping them to visualize their future, and technology. The favorite part of her job is guiding clients through their financial journeys by addressing their short- and long-term goals with a plan that’s flexible and can grow as their lives and needs change.

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

Personal interests

Kristen and her husband recently relocated back to Volusa County, where they plan to raise their two children, three-year-old son, Connor, and nine-month-old daughter, Kaitlyn. They are thrilled to call this their home.

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, 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.

  • 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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