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Kristen Plowman

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

4098 Lavista Rd

Tucker, GA 30084-5226

Kristen.Plowman@Truist.com

Phone 770-369-9947

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About me

Background

Kristen E. Plowman is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 25 years of financial services, retirement planning, and investment management experience. She also holds her Chartered Retirement Planning Counselor™ (CRPC®) designation.

Kristen focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. She follows 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. She also consults 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, Kristen has lived in the Atlanta area for more than 30 years. She earned a bachelor’s degree in finance and accounting from the University of Arkansas. When not at work, she enjoys going out to eat and to the movies, adventure travel, and—most of all—playing with her 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

Locations

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