D Britt Kimel

D Britt Kimel
Financial Advisor Investment Services Group Truist Investment Services, Inc.

106 N State St

Lexington, NC 27292-3483

About me

Background

Britt Kimel is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 30 years of financial services, retirement planning, and investment management experience. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS Business Administration
UNC Greensboro 1979 1983

Personal Interests

When he's not in the office, Britt enjoys spending time with his family—especially his granddaughter. He's an avid runner and a big Carolina Panthers fan. 

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

  • 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

To
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