Kris Karazissis

Kris Karazissis, CFP®, CWS®
Managing Director Senior Wealth Advisor Truist Bank

5128 Apache Plume Rd

Suite 350,

Fort Worth, TX 76109-1540

About me

Background

Kris Karazissis is a Senior Wealth Advisor for Truist Wealth. He leads a team in overseeing his clients’ wealth in a family office approach with an emphasis on managing investments, risk, trusts and estates. They focus on financial planning to drive their advice and recommendations. 

Kris graduated Magna Cum Laude in 1999 with his Bachelor of Science degree in Business Administration from the University of Southern California (USC), and earned his MBA from California State University, Northridge.

Kris is a CERTIFIED FINANCIAL PLANNER® professional and Certified Wealth Strategist®.

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

Education

Bachelor of Science in Business Administration
University of Southern California 1999
Master of Arts
George Washington University 2000
Master of Business Administration
California State University, Northridge 2006

Personal Interests

Kris resides in Fort Worth, Texas with his wife Caroline, and their son Connor.  During his free time when not watching his son play baseball, he enjoys golfing (most of the time) and traveling to various beaches for surfing.

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

Locations

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