Karen Wintering

Karen A. Wintering, AIF®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

3729 E Cherokee Dr

Canton, GA 30115

Karen.Wintering@Truist.com

Phone 770-407-0806

Fax 770-479-2293

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About me

Background

Karen Wintering is a Financial Advisor with Truist Investment Services, Inc. offering clients more than 30 years of financial services, retirement planning, and investment management experience. Her focus is advising on the development and implementation of investment strategies to help clients address their immediate and future goals. Karen follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, then forming and executing an appropriate investment plan. She believes in the importance of educating clients to insure each has an understanding and appreciation of all investments and services presented.  

Karen is a native of Cleveland, Ohio, and a graduate of Walsh University.

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

Education

B. A. Business Administration
Walsh University 1979 1983

Personal Interests

Karen is an avid gardener, dedicated yogi, and a mom.

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

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

Locations

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