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.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
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.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians
Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices
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