Christin Kennedy

Christin Kennedy, CFP®
Wealth Advisor Truist Bank

919 E Main St

8th Floor,

Richmond, VA 23219-0005

About me

Background

Christin Kennedy is a wealth advisor for Truist Bank. Christin brings over 20 years of financial experience to her current role, having worked in many facets of the financial arena, including roles in retail banking, mortgage, trust services, and wealth. Christin is dedicated to providing her clients solutions in financial planning, strategic lending, family risk management, and estate planning.  

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

Post Baccalaureate - Criminal Justice
Virginia Commonwealth University 1999 2001
Bachelor of Arts - Political Science
Virginia Tech 1992 1996

Personal Interests

Kennedy earned a bachelor’s from Virginia Tech and completed post-graduate work at Virginia Commonwealth University. She’s passionate about helping others, community outreach, and the arts, and serves on the board of the Richmond Ballet, a local not-for-profit organization. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • 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

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

To
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