Lukas M. Heavner
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
620 N Main St
High Point, NC 27260-5018
About me
Background
Lukas is a Financial Advisor with the Tilley Group of Truist Investment Services, 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.
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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
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Investment management
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
Investment planning
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
