Kevin Hott

Kevin Hott, CFP®
Wealth Advisor Truist Bank

150 S Warner Rd

STE 210,

King Of Prussia, PA 19406-2805

About me

Background

As a Wealth Advisor, with more than eight years of experience, I take a consultative, comprehensive, and strategic approach to financial and estate planning, investment and risk management, and investor education. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, I develop recommendations tailored to my clients’ needs, priorities and preferences, and I currently hold my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Prior to joining Truist Bank, I spent six years between Vanguard and Merrill Lynch. Before turning to wealth management, I was an aerospace systems engineer for Lockheed Martin Space Systems, responsible for validating system-level program requirements defined by the government. In 1997, I began my career in the U.S. Navy and played an integral part in the Kosovo War in 1998. 

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

BS in Electrical Engineering Technology
Penn State 2005
MBA
Penn State 2009

Personal Interests

I earned a B.S. in electrical engineering technology and an MBA from The Pennsylvania State University. I’m an officer for the Veterans of Foreign Wars Post 7155 in Trappe, PA, and still very involved in the military/veteran community. My interests include softball, golf, weightlifting, rejuvenation medicine, fishing, animal welfare, and my Philadelphia Eagles and Flyers.  

Specialties

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

  • 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

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

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

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

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