Corey Heck,
CRPC®, PPM
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Mainsail Group of Truist Investment Services, Inc.
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
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.
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Education
Bachelor of Business Administration
Averett University
Specialties
Financial Planning
Risk management
Investment management
Estate planning
Philanthropy
Financial education
Business management and planning
Investment planning
Locations
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Map
10 Franklin Road, SE,
Roanoke, VA 24011
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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