Caitlin Kennedy

Caitlin E. Kennedy, CFP®, CEPA
Strategic Client Group Managing Director Truist Investment Services, Inc.

4777 Sharon Rd

Charlotte, NC 28210-0101

About me

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

Education

Finance
University of South Florida 2008
MBA
The Wharton School of Business at University of Pennsylvania 2019

Specialties

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

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