Stephen Kreter

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

5272 River Rd

Suite 750,

Bethesda, MD 20816-1405

About me

Background

Stephen Kreter is 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. He and his team are passionate about helping their clients—many of whom are approaching retirement age and need to move from the wealth accumulation to the distribution phase—make the most important financial decisions of their lives.

Stephen works with his 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. He’s supported by a team of Truist Wealth specialists, who help complement his strategies with customized banking, risk management, trust, and estate planning solutions.  

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

Stephen grew up in the Washington area, attending Gonzaga High School, and graduated from Catholic University with a degree in finance. He resides in Bethesda with his 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 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.