Corey Heck

Corey Heck, CRPC®, PPM
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Mainsail Group of Truist Investment Services, Inc.

10 Franklin Road, SE

Roanoke, VA 24011

corey.heck@truist.com

Phone (540) 510-3251

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About me

Background

Corey Heck is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 25 years of financial services, retirement planning, and investment management experience. Corey specializes in pre- and post-retirement needs, asset management, and estate planning for his clients. Corey brings a wealth of knowledge in the areas of retirement income strategies, risk management, and wealth transfer. Corey currently holds both the Chartered Retirement Planning Counselor® and the Preferred Portfolio Management designations.

Corey developed his fundamental investment planning knowledge by starting his career as a Registered Representative with John Hancock Financial Network in 1999. After working his way to Sales Manager of the Roanoke branch of John Hancock, Corey realized he was missing the personal interaction and satisfaction of helping individuals and families pursue their goals. Realizing this was his passion; Corey joined one of his current partners Chris Thomas at Suntrust Investment Services in 2008. Corey and Chris joined Wells Fargo Advisors in 2010 but came back home to Truist Investment Services to form The Mainsail Group in the summer of 2022 where they had the opportunity to expand their team and provide greater resources for their clients.

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 of Business Administration
Averett University

Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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