Kevin Loftin, Medical Client Advisor

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Kevin Loftin, Medical Client Advisor
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4777 Sharon Rd,

Charlotte, NC 28210

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About

Kevin Loftin is a Medical Client Advisor with SunTrust Private Wealth Management. He offers clients more than 15 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. He is a native of Charlotte, NC and is a graduate of Appalachian State university. Kevin serves on the board of his local swim and racquet club, Beverly Woods.

Kevin holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Kevin takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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