Steve Kornicker

Steve Kornicker
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

1300 Sunset Ln

Suite 3210,

Culpeper, VA 22701-3352

SteveK@Truist.com

Phone 540-825-0783

Fax 540-825-1542

Get directions

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About me

Background

Steve Kornicker has more than 20 years of experience and serves as a Financial Advisor with Truist Investment Services, Inc. He holds his Series 7, 65, and 66 securities registrations and offers clients financial services, retirement planning, and investment management experience. He is dedicated to learning about his clients’ personal goals and specializes in building financial plans focused on their specific needs throughout every stage of life.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A.
Virginia Polytechnic Institute and State University 1972 1976

Personal Interests

Outside of finance, Steve enjoys time with his wife, Phyllis; two children, Steve and Michelle; and three grandchildren, Devin, Hailey, and Chase. He’s a fan of archeology, antique collecting, and metal detecting (especially Civil War relics), and spends his free time reading up on Civil War history, gardening, and fishing with his grandchildren. He graduated with a B.A. in sociology and a minor in business from Virginia Polytechnic Institute and State University.

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; 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

Locations

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