Kris Karazissis,
CFP®, CWS®
Managing Director
Financial Advisor
Truist Investment Services, Inc.
5128 Apache Plume Rd
Suite 350,
Fort Worth, TX 76109-1540
About me
Background
Education
Personal Interests
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.
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; 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
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Accomplishments
Recommended Resources
Market Pulse Developments in the Middle East remain top of mind
Market views heading into the week highlight what we're watching and important news ahead.
Economic Data Tracker Crude oil spike fueled March inflation surge
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Market Perspective Fuel to the rally – Expect a choppy path higher
Markets are responding positively today to easing geopolitical tensions and falling oil prices, reinforcing our view that the ongoing bull market deserves the benefit of the doubt.