Steve Kornicker

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

1300 Sunset Ln

Suite 3210,

Culpeper, VA 22701-3352

About me

Background

I have more than 20 years of experience and serve as Vice President and Financial Advisor with Truist Wealth Services, Inc. I hold my Series 7, 65, and 66 securities registrations and offer clients financial services, retirement planning, and investment management experience. I am dedicated to learning about my clients’ personal goals and specialize 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, I enjoy time with my wife, Phyllis, two children, Steve and Michelle, and three grandchildren, Devin, Hailey, and Chase. I am a fan of archeology, antique collecting, and metal detecting (especially Civil War relics), and spend my free time reading up on Civil War history, gardening, and fishing with my grandchildren. I graduated with a B.A. in sociology and 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

Accomplishments

20 Year service Award
Truist 2020
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