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Kevin Lakin

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

2500 Valley Ave

Winchester, VA 22601-2762

Kevin.Lakin@Truist.com

Phone 540-665-2448

Fax 540-723-4742

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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. 
Check the background of this investment professional on FINRA's BrokerCheck

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

  • 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

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