Background
As a Managing Director for the Business Transition Advisory Group, Caitlin Kennedy is responsible for strategic client development across the Truist Enterprise, including Wealth and the Corporate Community and Investment Bank. Caitlin began her career at SunTrust as a Relationship Manager in the commercial line of business in Tampa, FL.
Prior to her current role, she served as a Wealth Advisor for business owners. In that role, Caitlin’s focus was advising on the development and implementation of strategies to help business owners meet their unique planning needs.
Caitlin is a CERTIFIED FINANCIAL PLANNER™ and studied finance and accounting at the University of South Florida, graduating with two business degrees. She received her MBA from the Wharton School of Business at the University of Pennsylvania
Investment Adviser Representative, Truist Advisory Services, Inc.
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