Kristen Plowman

Kristen E. Plowman, CRPC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

4098 Lavista Rd

Tucker, GA 30084-5226

About me

Background

I’m a Financial Advisor and Chartered Retirement Planning Counselor™ (CRPC®) with Truist Investment Services, Inc., offering clients more than 25 years of financial services, retirement planning, and investment management experience.

I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies. 

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

Education

MBA - Masters of Business Administration
Keller Graduate School
BSBA - Finance and Accounting
University of Arkansas

Personal Interests

Originally from Arkansas, I’ve lived in the Atlanta area for 28 years. I earned a bachelor’s in finance and accounting from the University of Arkansas. When not at work, I enjoy going out to eat and to the movies, adventure travel, and, most of all, playing with my two dogs. 

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.

  • 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

  • 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

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}