Trevor Sheets

Trevor Sheets , CFP®, CTFA
Vice President Trust Advisor Truist Bank

214 North Tryon Street

Charlotte, NC 28202

Trevor.sheets@truist.com

Phone 704-526-4405

Get directions

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About me

Background

Trevor Sheets is a Trust Advisor based in Charlotte, North Carolina, specializing in fiduciary administration, estate planning, and complex client relationship management. He works closely with high-net-worth individuals and families to help preserve and transfer wealth while delivering thoughtful, client-focused guidance and long-term planning strategies.

Education

Bachelor of Arts in Trust - Wealth Management
Campbell University
MBA
Campbell University

Personal Interests

Trevor is a member of the Charlotte and Greenville Estate Planning Councils. Outside the office, he enjoys spending time with his growing family, playing golf and basketball, traveling throughout the Carolinas and beyond, and trying new restaurants.

Specialties

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

Locations

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