Joseph Kilcullen

Joseph Kilcullen, CFP®
Investment Manager Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Joseph Kilcullen is an Investment Portfolio Manager offering clients more than 10 years of wealth management experience. His team approach brings together specialists in investments, financial planning, credit, and estate strategies.

Joseph manages clients’ portfolios throughout the Truist footprint using strategies that are supported by deep experience from a team of specialists. Joseph joined SunTrust, now Truist, in 2014. Previously Joseph spent 6 years as a Financial Advisor at Morgan Stanley Smith Barney in New York City. He has earned the professional designation of CERTIFIED FINANCIAL PLANNER™.

Truist Bank, including its predecessors, has a proud 120-year heritage of commitment to helping clients manage their wealth and help achieve their goals. Truist is committed to meeting the needs of clients by building and continually strengthening long-term relationships and offering comprehensive wealth management capabilities to meet sophisticated and often complex needs. As a client’s needs evolve, the team of experts and solutions will too, in order to address new challenges and opportunities.


Education

Bachelors
Union College 1999 2003

Personal Interests

He is a native of Providence, Rhode Island and is a graduate of Union College.

Specialties

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

  • 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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