Trevor Sheets

Trevor Sheets, CTFA
Vice President Trust Advisor Truist Bank

214 North Tryon Street

Charlotte, NC 28202

Trevor.sheets@truist.com

Phone 704-526-4405

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About me

Background

Trevor Sheets is a Trust Advisor with Truist Bank. He offers clients experience in financial services, retirement planning, fiduciary, and estate planning.

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 Planners Councils and enjoys playing basketball, pickleball, golf, and guitar in his free time. He also enjoys travel 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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