Kevin Lattimore
Vice President, Financial Advisor, Truist Investment Services, Inc., Truist Wealth
- Role
- Financial Advisor Vice President Truist Investment Services Inc Truist Wealth at Truist Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Kevin Lattimore
As your Truist financial advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together we’ll develop a plan designed to help meet your goals. I offer my clients more than 18 years of financial services experience. I follow a disciplined process of assessing my clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as- Asset Allocation - Asset Management - Portfolio Review- Financial Planning- Investment Management - Risk Management - Retirement Planning- Estate Strategies- Planning for Major Purchases- Managing Debt- College Planning - Education planning - Wealth transferI am a native of Winston-Salem, NC and graduated from the University of North Carolina at Charlotte with degrees in Biology and Psychology. I also serve on the board of directors of the Charlotte Alumni Chapter of Kappa Alpha Psi Fraternity, Incorporated.
Experience
Financial Advisor Vice President Truist Investment Services Inc Truist Wealth
Feb 2021 — Present
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
University of North Carolina at Charlotte
Biology/Psychology
1996 — 2001
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