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.
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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