Kelly Whitlock

Kelly L. Whitlock
Senior Vice President Wealth Advisor Truist Bank

300 Summers St

Charleston, WV 25301-0001

About me

Background

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.

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

Education

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

Personal Interests

Kelly attended West Virginia State University and focused on business and finance courses. She's a member of the Charleston Estate Planning Council and the Huntington Estate Planning Council, a past board member and race chair for the West Virginia Susan G Komen Race for the Cure, a current executive board member of the Charleston YWCA, and a former member of the executive leadership team for the American Heart Association Charleston Heart Walk.

Kelly volunteers for the United Way, Junior Achievement, and Kanawha Charleston Humane Association, and was on the original cultivation committee in forming—and is a member of the steering committee of and co-membership chair for—the Charleston chapter of Women for Economic and Leadership Development (WELD).

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

  • 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.

Accomplishments

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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