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Stephen Scott Kreter
Financial Advisor Private Client Group Truist Investment Services, Inc.

5272 River Rd

Suite 750,

Bethesda, MD 20816-1405

About me

Background

I’m a member of The Kreter Group of Truist Investment Services, Inc., which manages the wealth of a select number of high- and ultra-high net-worth families nationwide. My team and I are passionate about helping their clients, many of whom are approaching retirement age and need to move from the wealth accumulation to distribution phase, make the most important financial decisions of their lives.

I work with my clients to help them fully understand where their wealth stands today, clarify their goals, and create a comprehensive, regularly monitored, wealth management strategy and financial plan that serve as a roadmap to the future, all while seeking to minimize risk exposure. I’m supported by a team of Truist Wealth specialists, who help complement my strategies with customized banking, risk management, trust, and estate planning solutions.  

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

Education

Economics
The Catholic University 1982 1988

Personal Interests

I grew up in the Washington area, attending Gonzaga High School and graduating from Catholic University with a degree in finance. I reside in Bethesda with my wife, Tanya, two daughters, Regan and Kiley, and chocolate lab, Bodi, and enjoys traveling, working out, and playing golf.  

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

Accomplishments

Performance Excellence Award*
Truist 2017
Performance Excellence Award*
Truist 2018
Performance Excellence Award*
Truist 2019
Performance Excellence Award*
Truist 2020
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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    The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.