Lukas Heavner

Lukas M. Heavner
Financial Advisor Private Client Group Truist Investment Services, Inc.

620 N Main St

High Point, NC 27260-5018

About me

Background

I’m a Financial Advisor with the Tilley Group of Truist Investment Services, Inc. While our team offers a variety of financial planning tools and solutions for our clients and their families, we’re primarily focused on creating and managing completely tailored investment portfolios for each client.

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

Education

B.A. Psychology
University of North Carolina at Chapel Hill 2011 2015

Personal Interests

I am a native of the triad and love being immersed in this community.  I attended the University of North Carolina at Chapel Hill where I earned a B.A. in Psychology, as well as playing football for the Tarheels. In my free time I enjoy spending time with family, hiking and hunting.

Specialties

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

  • 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

  • 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

To
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