Kelly Cook

Kelly P. Cook
Senior Vice President Wealth Advisor Truist Bank

10 Franklin Rd SE

Suite 201,

Roanoke, VA 24011-0008

About me

Background

In her role as Wealth Advisor with Truist Bank, Kelly Cook offers clients more than thirty years of financial services experience, specializing in family business owners who are considering key life decisions. Kelly’s clients appreciate her process that starts with listening in order to help them address their needs, priorities, and preferences. She also leverages Truist specialists across the enterprise in collaboration with outside advisors. Importantly, as the client’s journey continues, she remains connected to assist and guide as their needs develop and grow overtime.

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

Biology
Bridgewater College 1988

Personal Interests

Kelly earned a bachelor’s degree in biology from Bridgewater College. She enjoys being active in her community and is both an avid biker and runner, which enables her to enjoy the outdoor beauty of Western Virginia. Her active lifestyle stems from being a collegiate athlete. Kelly is married and lives with her husband in Roanoke, Virginia. They have two successful adult children and three grandchildren.

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

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

Locations

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