Carolyn Kuhnel

Carolyn Kuhnel
Business Development Officer Truist Investment Services, Inc.

100 Crescent Court

10th Floor,

Dallas, TX 75201

carolyn.kuhnel@truist.com

Phone 469-375-0812

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About me

Background

Carolyn began her career at Fidelity Investments in 2000. From there she continued work in the industry at several different financial firms, including JPMorgan, Bank One, and Plains Capital Bank. Her experience includes financial planning, asset allocation, equity trading, and compensation analysis. Carolyn's role within the University Park Group at Truist Investment Services, Inc. is comprehensive and includes practice management, financial and investment planning. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance, Bachelor of Business Administration
Texas Tech University 2000
Financial Consulting, Master of Business Administration
Southern Methodist University 2005

Personal Interests

Carolyn is married to Kevin Kuhnel, one of the Financial Advisors and Managing Director on the team, and they are thrilled to be able to work together!  Carolyn and Kevin have two children and a very energetic dog that keeps them very busy. In her free time, Carolyn likes to jog, play tennis, read and spend time with friends and family. 

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

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

Locations

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