Trevor Sheets

Trevor Sheets
Vice President Trust Advisor

4777 Sharon Rd

4th Floor,

Charlotte, NC 28210-0101

About me

Background

Trevor Sheets is a Trust Advisor with Truist Bank. He offers clients more than 4 years of financial services, retirement planning, fiduciary, and estate planning services. 

Education

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

Personal Interests

Trevor is a member of the Charlotte Estate Planners Council and enjoys playing basketball, pickleball, golf, and guitar in his free time. He also enjoys travel and trying new restaurants.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

To
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