Caitlin Kennedy,
CFP®
Managing Director
Wealth Regional Managing Director
Truist Bank
Managing Director
Wealth Regional Managing Director
Truist Bank
1445 New York Avenue
4th Floor,
Washington, DC 20005
About me
Background
Caitlin Kennedy is a Wealth Regional Managing Director for Truist Financial Corporation. She oversees the Wealth Advisors in the Georgia market. Responsibilities include the recruitment and retention of Wealth Advisors, pipeline management, and investment, lending, and deposit business development.
Caitlin Kennedy was named to this position in March 2025. Over the past 16 years with Truist, she has also served as the Head of Performance Execution and Productivity, Managing Director of the Strategic Client Group, Wealth Advisor, and Commercial Relationship Manager. During her years of service, she has worked in various markets including Tampa, Charlotte, Virginia Beach, and Atlanta.
Caitlin Kennedy has two bachelors of science degrees from the University of South Florida. Additionally, she earned an MBA from the University of Pennsylvania’s Wharton School of Business and holds the CFP designation.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Education
Masters of Business Administration
University of Pennsylvania - Wharton School of Business
Bachelor of Science, Accounting, Finance, Marketing
University of South Florida
Personal Interests
Passionate about children and family well-being, Caitlin was previously on the board of the Children’s Home in Tampa, Florida. Being new to Georgia, she is identifying where she wants to dedicate her efforts in the Atlanta community. When she isn't working, Kennedy enjoys spending time at the beach and riding bikes with her husband and sons, ages 2 and 4.
