Kevin Loftin

Kevin L. Loftin
Medical Wealth Advisor Truist Bank

4777 Sharon Rd

Charlotte, NC 28210-0101

About me

Background

As a Senior Vice President and Medical Wealth Advisor, I offer clients more than 20 years of financial services, retirement planning, and investment management experience. During my career, I’ve gained extensive knowledge from advising high-net-worth clients facing complex financial challenges. Additionally, I’ve spent a significant amount of time working within the medical community, strengthening my understanding of what is important to physicians and the unique challenges and concerns that they and their profession face.

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

BSBA Finance
Appalachian State University 1994 1998

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

To
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About Our Process

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Hello. My name is Kevin Loftin. I'm a senior vise president with Truist Wealth and I work with our medical specialty team. I am located here in Charlotte, North Carolina supporting both physicians and their respective practices throughout the Carolinas. We bring a client first approach to support the medical community as well as their families. I've been involved with wealth management for more than 20 years. And looking back on my career, there have been many moments that I've been proud to say I'm a wealth advisor. However, when I think back, there isn't any single moment that sticks out over another. Rather, it's the gratitude that our clients express and the feeling that I personally get knowing that I have helped my clients reach and attain their goals, that keeps me motivated. Whether supporting my clients through a financial plan or something as simple yet as meaningful as helping them buy into their medical practice, these everyday moments are what brings meaning and fulfillment to my work. Our process is quite simple. We lead with planning. This is something that my team and I are very passionate about. Before we can develop a strategy or even begin to give advice, we need to fully understand what's important to you. And being planning focus that allows me to know that the advice we provide truly is adding value to you and your family. So what makes us different? First and foremost, we take a team approach to our client relationships. I have a team of dedicated specialists to cover each part of the client's financial spectrum. And through this team approach, our clients can rest assure that we're bringing the best advice, the best available solutions, and more importantly accountability. We're a dedicated group that treats each and every relationship like family. Our deepest concern is ensuring your success. And your belief in our work fulfills our mission and passion around what we do. Thanks for watching. I look forward to working with both you and your family.

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