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Devon Killian

Devon E. Killian
Medical Wealth Advisor Truist Bank

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

Devon.Killian@Truist.com

Phone 704-526-4462

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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

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

  • 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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About Our Process

Show Transcript Hide Transcript
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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