The Parks DuMontier Financial Group of Truist Investment Services, Inc. The Parks DuMontier Financial Group of Truist Investment Services, Inc.

The Parks DuMontier Financial Group of Truist Investment Services, Inc.

2501 20th Pl S

Suite 101,

Birmingham, AL 35223-1701

parks-dumontier@truist.com

Phone 205-445-2227

Fax 205-445-2275

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Who we are

Headquartered in Birmingham, AL, The Parks-DuMontier Financial Group of Truist Investment Services, Inc., has distinguished itself by providing customized advice and guidance to a select group of corporate executives, business owners, and affluent families.

We are a wealth management team that has been entrusted with over $800MM in assets, as of June 2024. We are relentless in our focus on risk-adjusted performance relative to a client’s long-term goals. We bring warmth, compassion, and coordination to our clients’ wealth management that we feel is distinctive.

Our objective at The Parks-DuMontier Financial Group is to prepare clients to live well by planning wisely. Whether you are saving for retirement, putting children through college, or simply leaving a legacy, your priorities are our priorities.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

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

  • 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

  • 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

Ryan Parks
Ryan Parks
Financial Advisor
Managing Director
 See more
Joseph DuMontier
Joseph DuMontier
Financial Advisor
Managing Director
 See more
Kristina A. Palangi, CFP® ChFC
Kristina A. Palangi, CFP® ChFC
Vice President, Financial Planning Officer
Sarah Frances Shotts
Sarah Frances Shotts
Assistant Vice President, Registered Client Service Associate
Kelly L. Burns
Kelly L. Burns
Client Service Associate
Carson Doles
Carson Doles
Client Service Associate
Focused on bespoke planning for affluent investors, our white-glove approach helps provide our clients with the knowledge and financial well-being to make sound decisions for their desired outcomes.

Managing the complex needs of high-net-worth clients requires a team that takes a holistic approach to wealth management. By leveraging our vast experience, we work closely with our clients to help create a personalized portfolio balanced in a manner that is suited to their unique objectives.

We have a strong appreciation for our clients and understand that each one has their own unique story. To ensure we provide the most attentive service, we work with a select number of clients. This allows us to know our clients on a personal level and develop lasting relationships.
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