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Kevin Kuhnel

Kevin C. Kuhnel, CPWA®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The University Park Group of Truist Investment Services, Inc.

2001 Ross Ave

Suite 2700,

Dallas, TX 75201-2911

Kevin.Kuhnel@Truist.com

Phone 214-560-2906

Fax 469-232-2078

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About me

Background

Kevin Kuhnel is a Financial Advisor with Truist Investment Services, Inc., providing experience in discretionary investment management, institutional fixed income trading, risk management, estate and wealth management planning. He started his career in the financial services industry with a local bank in 1989 and holds the Certified Private Wealth Advisor® (CPWA®) certification.

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

Education

MA- Interdisciplinary Studies/Change Management
Texas Tech University 1994
BA- Political Science
Texas Tech University 1993

Personal Interests

Kevin earned his bachelor’s and master’s degrees from Texas Tech University. As a lifelong resident of Texas, he currently lives in Dallas with his wife, two children, and dog, Gus.

Specialties

  • 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.

  • 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

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

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

  • 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

Locations

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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA SIPC and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC, AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, LLC.

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