Kris Karazissis

Kris Karazissis, CFP®, CWS®
Wealth Advisor Truist Bank

5128 Apache Plume Rd

Fort Worth, TX 76109-1540

About me

Background

I offer my clients over 15 years of financial services and investment management experience as a Wealth Advisor for Truist Wealth. With an extensive background in planning, risk management, investment management, banking, and lending, I lead a team of subject matter professionals to provide a truly all-encompassing and holistic approach to wealth management.

I am 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

I earned my B.S. in business administration, magna cum laude, in 1999 from the University of Southern California and my MBA in 2006 from California State University, Northridge. I live in Fort Worth with my wife, Caroline, and our son, Connor, who is a student at The Oakridge School in Arlington. 

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

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

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