Kelly Whitlock

Kelly L. Whitlock
Senior Vice President Wealth Advisor Truist Bank

300 Summers St

Charleston, WV 25301-0001

About me


Kelly Whitlock is a Wealth Advisor with Truist Bank offering clients more than 26 years of financial services, retirement planning, and investment management experience.

Kelly began her career as an independent life and health insurance agent before joining Truist’s predecessor firm, BB&T, in 2005. Through BB&T University and BB&T Banking School at Wake Forest University, she was given access to excellent training courses and was able to increase her knowledge in bank services, financial planning, risk management, strategic credit, estate planning, and investment management.

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


Degree with a Concentration in Business
West Virginia State University 2003 2006

Personal Interests

Kelly is an active member of the Charleston Estate Planning Council and Co-Chair for Women for Economic Leadership and Development (WELD), Charleston Chapter.  She volunteers for Education Elevators as an Elevator at Mary C Snow West Side Elementary.  Former boards positions in which Kelly served are YWCA, Charleston WV, West Virginia Susan G Komen for the Cure, American Heart Association Charleston Heart Walk, and Alum Creek Elementary Parent Teachers Association.

Kelly has been a volunteer for the United Way, Junior Achievement, and Kanawha Charleston Humane Association.  She was a member of the original cultivation committee in forming the Charleston Chapter of WELD.

Kelly lives in South Charleston with her husband of 33 years, their rescue dog-Gus and African Grey Parrot, Buzzy.


  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.


Sterling Performer
BB&T now Truist 2019
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.


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