The University Park Group of Truist Investment Services, Inc. The University Park Group of Truist Investment Services, Inc.

The University Park Group of Truist Investment Services, Inc.

100 Crescent Ct

Suite 1000,

Dallas, TX 75201

maggie.moore@truist.com

Phone 214-560-2904

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Who we are

The University Park Group is a Texas-based wealth management practice that serves a select group of individuals, families, and businesses across the country. Our mission is to leverage our experience and vast resources of Truist to help clients achieve their vision of financial success. The group’s team members have significant experience in their fields and maintain a practice designed to act as an accessible trusted resource.

Kevin Kuhnel:
Kevin started his financial career with a local bank in 1989 and spent most of his career assisting clients with developing solutions for their financial needs. He joined BB&T Scott and Stringfellow, now Truist, in July of 2020 with his business partners Justin Gibson and Maggie Moore. Kevin’s experience includes discretionary portfolio management, lending, general banking, institutional fixed income trading, risk management, estate and wealth management planning.  

Justin Gibson:
Justin focuses on individuals, families, and businesses looking to build long-term relationships as they plan to enhance, manage, and transfer wealth. His goal is to help clients build their net worth and sustain financial wellness. Prior to joining Truist’s predecessor firm, BB&T Scott & Stringfellow, in 2012, Justin worked as a wine consultant to retail and wholesale markets and is well versed in all that is wine.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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.

  • 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

The group's process begins with planning—defining goals and objectives, then creating a consistent approach with resources tailored to each client's needs and a commitment to first-class service and availability. Clients gain confidence from a structured financial and investment plan—and knowing that answers to their most pressing financial concerns are readily available creates a sense of trust and unity.
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    Locations

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    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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