Lukas Heavner

Lukas M. Heavner, CIMA®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Tilley Group of Truist Investment Services, Inc.

620 N Main St

2nd Floor,

High Point, NC 27260-5018

Lukas.Heavner@truist.com

Phone 336-889-1143

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About me

Background

Lukas Heavner is a Financial Advisor with The Tilley Group of Truist Investment Services, Inc., Private Client Group, where he focuses on creating customized asset allocation strategies for ultra-high-net-worth families. He also works closely with those families to develop comprehensive financial plans, as well as multigenerational wealth transfer strategies.

Prior to joining The Tilley Group, Lukas ran a small logistics company in Greensboro. Getting the chance to understand the concerns and needs of business owners from an immersive perspective was an invaluable experience for him.

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

A native of the Triad, Lukas played football for the Tarheels during his tenure in Chapel Hill. In his free time. he enjoys spending time with his wife, Erin, and two labs, Bertie and Beau. Lukas also enjoys golfing, hunting and spending time outdoors.

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

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