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

universityparkgroup@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 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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    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.

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