Keith Pickard

Keith Pickard
Vice President Wealth Private Banking Advisor Truist Bank

300 Summers St.

6th Floor,

Charleston, WV 25301

Keith.Pickard@Truist.com

Phone 304-348-7318

Get directions

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About me

Background

Keith is a Wealth Private Banking Advisor with Truist Wealth. His career in the financial services industry began in 2011. He collaborates closely with Financial Advisors, Trust Advisors, and Portfolio Managers to provide comprehensive service to High-Net-Worth Clients. His expertise lies in in Retail Banking particularly in developing effective deposit strategies and optimizing the strategic use of credit. 

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

Education

B.A. in Bible and Theology
Appalachian Bible College 2009
M.A. in Theological Studies
The Southern Baptist Theological Seminary 2018

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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