Bryan Kiss

Bryan Kiss, CFP®
Center Investment Manager

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and an Investment Portfolio Manager with Truist Wealth, offering clients more than 16 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the experience of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

Education

MBA
Emory University
BBA
University of Georgia

Personal Interests

A native of Atlanta, GA, I’m a graduate of Emory University’s Goizueta Business School and the University of Georgia. I’m active in the Children’s Healthcare Legacy Advisor network, the Atlanta Youth Project, and am a member of the Financial Planning Association of Georgia and Atlanta Society of Finance and Investment Professionals.

Specialties

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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