Heather O'Connor

Heather O'Connor
Wealth Regional Director Truist Bank

401 Commerce St

4th Floor,

Nashville, TN 37219-2405

About me

Background

I bring more than 20 years of experience in the financial services industry to my practice as the Wealth Regional Director at Truist Wealth for Middle-West TN. Over my 12-year tenure with Truist, I’ve led a team of world-class Wealth Advisors in TX, GA, and TN, delivering objective, consultative advice to affluent individuals and families in the areas of financial planning, asset management, trust and estate planning, banking, strategic credit, risk management, and business succession and transition. I’ve had the distinct pleasure of traveling throughout the United States to lead professionals in helping clients achieve economic success and financial security through partnerships that are based on financial advocacy, trust, and integrity.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

I earned a bachelor’s in communication from East Carolina University and my master’s in business from Wake Forest University. I’m passionate about serving the surrounding communities to make them a better place to live and thrive for all residents. My past board and committee positions include: treasurer for the Greater Houston Women’s Chamber of Commerce, Volunteer Houston, The Women’s Business Alliance of the Greater Houston Partnership, the Houston Ballet, and CCFA of Atlanta. I currently serve on boards and committees for Sexual Assault Center of Nashville, Friends of Vanderbilt Children’s Hospital, and Leadership Public Education for Metro Nashville Public Schools. 

My husband, Tom, our daughter, Parker Rose, and I reside in the Green Hills community of Nashville and are members at Hillwood Country Club. I enjoy cooking, running, reading, and spending time with my family.

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

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

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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