Kevin Loftin

SVP, Senior Wealth Advisor @Truist Wealth

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2021 — Present

SVP, Senior Wealth Advisor @Truist Wealth

View department →

Charlotte, NC, US

Due to industry regulations, I am unable to accept recommendations andendorsements. TIS will not accept purchase or sale orders via LinkedIn or itsmessaging system.Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-banksubsidiary of Truist Financial Corporation. Securities and insurance products orannuities sold, offered or recommended by Truist Investment Services are not adeposit, not FDIC insured, not guaranteed by a bank, not insured by any federalgovernment agency and may lose value. Not all products and services are availablein all states and financial advisors for Truist Investment Services may only conductbusiness in states and jurisdictions where they are properly registered. Therefore, aresponse for information may be delayed. Investors outside of the United States aresubject to additional securities and tax regulations within their applicable jurisdictionsthat are not addressed on this site. For more information please contact your financialadvisor. For additional important disclosures, please

EDUCATION

1994 — 1998

Appalachian State University

BSBA, Finance

SKILLS

Commercial BankingMortgage LendingPortfolio ManagementFinancial ServicesSecuritiesFinancial AdvisoryFinanceStrategic Financial PlanningPrivate BankingFinancial AnalysisFinancial PlanningLoan OriginationManagementBankingMutual FundsCommercial LendingSeries 7Asset ManagementLoansCreditInsuranceWealth Management

ABOUT KEVIN LOFTIN

SVP, Wealth Advisor at Truist Wealth

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Kevin Loftin — SVP, Senior Wealth Advisor at Truist Wealth in Charlotte, NC, US | Unifers