William Kopp

William Kopp, ChFC®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Third Coast Group of Truist Investment Services, Inc.

333 Clay St

Houston, TX 77002-0012

About me

Background

A Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®), I bring over 28 years of experience in wealth management to the team. 

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

My wife of more than 30 years, Deborah, our four sons, and I enjoy volunteering in the community at Food for Life and the Houston Food Bank. I currently serve on the advisory board for the Council on Recovery and am a treatment program consultant for the Orchard on the Brazos. 

Deborah and I are passionate about attending our sons’ sporting events. Braden is a recent graduate of Vanderbilt University, where he played football and now works in Houston in finance. Miller attends Northwestern University and plays basketball, Anderson attends Lamar University and plays basketball, and Maddox will be graduating from St. Thomas High School and has committed to playing football for the University of Houston.

I’m grateful for my faith, family, and clients who have placed their trust in me.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

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