Devon Killian

Devon E. Killian
Medical Wealth Advisor Truist Bank

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

About me

Background

Devon Killian is a Wealth Advisor with Truist's Medical Specialty Group, and has been in the financial services industry for 20 years. She serves clients in the Charlotte Metro region, Western North Carolina and South Carolina.

Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck , opens in new tab

Education

Bachelor of Science in Business- Marketing
University of North Carolina at Charlotte 1999 2003

Personal Interests

Devon serves on the board of the Union County chapter of The American Red Cross.

Specialties

Locations

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4777 Sharon Rd,

2nd Floor, Charlotte, NC 28210-0101

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

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About Our Process

My name is Devon Killian. And I am a medical wealth advisor within our medical specialty group. I am located in Charlotte, North Carolina, which is also the headquarter city for Truist. My clients reside mostly in the Charlotte metro region, Western North Carolina, and South Carolina. I have a fond memory of a personal gift that fuels my purpose each day. It reminds me how even a small seed in the garden of planning can grow into something very powerful. Several years ago, my dad handed me a piece of paper, folded neatly, with my name on the outside. Inside was a letter written to me in the font of a typewriter. My grandparents had purchased a savings bond from a local county hospital, and earmarked it for my higher education. I bet you all can guess the time frame by the almost 8% rate. The sentence that resonated most with me was, all we can ask of you in return is learn as much as possible, and strive always to help someone else. And I get to honor their wishes by doing my job as an advisor, which is really the best job ever. As a wealth advisor, I learn my client's goals, make plans for the achievement, and then celebrate their milestones. My approach is custom and holistic. It really is all about you. We assemble a team of subject matter experts and work in tandem to set your plans in motion. Our specialties include financial planning, investment advisory, risk management, strategic credit, and estate planning. In medical specialty, we are unique in that we only serve physicians. Our deep medical industry experience is what makes our practice unique. When I'm not with clients, I enjoy time at the gym, being outdoors, and reading a good mystery novel. And I'm lucky to live and work in the Carolinas, so I enjoy their beautiful beaches every chance I get. I will close in saying to my current clients, thank you. Thank you for trusting my team to take care of you and your families. To those who are not yet clients and want to learn more about Truist Wealth, I look forward to meeting you.

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