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Kevin Lakin

Kevin Lakin
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

115 N Cameron St

2nd Floor,

Winchester, VA 22601-4729

Kevin.Lakin@Truist.com

Phone 540-665-2448

Fax 540-723-4742

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About me

Background

Kevin Lakin is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. Kevin helps clients navigate, manage, and address their financial goals through education that helps them understand and anticipate potential life transitions. 

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

Education

Associates Degree
Hillsborough Community College 1990

Personal Interests

Kevin loves spending time with family and traveling to see his children, and he is an avid Buffalo Bills fan. He has lived in the local community for over 23 years and is a board member of the local SPCA and NW Works.

Specialties

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

  • 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.

  • 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

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

  • 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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