Kylie Roman

Kylie A. Roman, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Lewis Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

About me

Background

Kylie Roman joined The Lewis Group of Truist Investment Services, Inc. in 2014, became a partner in 2018, and served in various roles before her current position as a Financial Advisor, including Registered Client Service Associate and Portfolio Management Officer. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional, Kylie takes a goals-based approach to relationships and investment management.   

After college, Kylie worked for Northwestern Mutual as both an investment operations specialist and associate director of Network Office Supervision. She holds her Series 7 and 66 securities registrations and variable life, health, and annuity licenses.    

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

Education

Bachelor of Science, Finance
Virginia Tech 2007 2011

Personal Interests

Originally from Pittsburgh, Kylie travelled south for college and earned a BS in business, with a concentration in finance, from Virginia Tech in 2011. She's currently an active member of the Richmond Estate Planning Council and am involved in many local charitable causes. In her spare time, she enjoys spending time on the river with her black lab, Rooney, travelling, attending barre classes, and watching football—go Steelers and Hokies! 

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

  • 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

  • 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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