Karen Wintering

Karen A. Wintering
Financial Advisor Investment Services Group Truist Investment Services, Inc.

9919 Haynes Bridge Rd

Alpharetta, GA 30022-5032

About me

Background

I have over 30 years of experience in the financial services industry, advising and providing financial alternatives to both retail and institutional clients to help them meet their financial goals. 

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

Personal Interests

I am a member of the Woodstock Downtown Development Authority and Elm Street Cultural Arts, and am an active gardener and dedicated yogi.

Specialties

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

  • 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.

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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

To
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