The Funkhouser Group of Truist Investment Services, Inc. The Funkhouser Group of Truist Investment Services, Inc.

The Funkhouser Group of Truist Investment Services, Inc.

3333 Peachtree Rd NE

Suite 3S,

Atlanta, GA 30326-1030

TheFunkhouserGroup@truist.com

Phone 404-813-8422

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Who we are

The Funkhouser Group of Truist Investment Services, Inc. is an advisory practice providing integrated investment strategies and personalized wealth management for corporate executives, affluent individuals, equity partner attorneys and their families. 

We understand that productive relationships require a range of skills and knowledge and have assembled a well-rounded team of professionals committed to our client’s financial success. Each team member focuses on a specific piece of the relationship management process, allowing us to provide a prompt and thorough response to our client’s needs. This ultimately saves time and allows our clients to focus on the things that matter most to them in life. 
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

  • 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 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

Kris Funkhouser
Kris Funkhouser, CFP®, CPWA®
Financial Advisor
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Vy Pham
Vy Pham
Financial Advisor
Vice President
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Matthew Reed
Matthew Reed, CFP®
Financial Consultant
Analyst
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Jonathan Miles
Jonathan Miles
Registered Client Service Associate
Cardell Porter
Cardell Porter
Registered Client Service Associate
Charron Hope
Charron Hope
Client Service Associate
Productive wealth management requires a disciplined process and a long-term view. Our client-centered solutions are based upon the financial planning process which helps to clarify and quantify goals and then understand what it will take to achieve them. This approach allows us to identify opportunities to help improve the probability of our clients’ financial success over time. The primary investment objective is to pursue an appropriate rate of return while managing risk and maintaining tax efficiency*. We seek to achieve this by designing an investment strategy that includes an appropriate blend of equities, fixed income, alternative investments and cash or cash equivalents. Throughout the course of the relationship we work closely with our clients to monitor their ongoing financial needs while working toward their long-term goals. 

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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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

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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

    McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

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