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Corey Heck

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

10 Franklin Rd SE

2nd Floor,

Roanoke, VA 24011-0008

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 24 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. 

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

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

Locations

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