Kevin Lakin
Financial Advisor
Truist Investment Services, Inc.
Financial Advisor
Truist Investment Services, Inc.
2500 Valley Ave,
Winchester, VA 22601-2762
About me
Background
I’m a Senior Vice President with Truist Wealth and a Financial Advisor with Truist Investment Services, Inc., offering clients more than 17 years of financial services, retirement planning, and investment management experience. I help my clients successfully navigate, manage, and achieve their financial goals through education that helps them understand and bring order to their needs and anticipate potential life transitions.Registered Representative, Truist Investment services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc.
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Education
Associates Degree
Hillsborough Community College
1990
Personal interests
I love spending time with family, traveling to see my children, and am an avid Buffalo Bills fan. I’ve lived in the local community for over 23 years, and am a board member of the local SPCA and NW Works.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Risk management
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.
Investment management
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Financial education
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Investment planning
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Locations
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