Heather O'Connor

Heather O'Connor
Senior Vice President Wealth Regional Director Truist Bank

401 Commerce St

4th Floor,

Nashville, TN 37219-2405

Heather.OConnor@Truist.com

Phone 615-279-4288

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About me

Background

Heather O’Connor brings more than 20 years of experience in the financial services industry to her practice as the Wealth Regional Managing Director at Truist Bank for Middle-West Tennessee. Over her 15-year tenure with Truist, she’s led a team of world-class wealth advisors in Texas, Georgia, and Tennessee, 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. She’s 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

Education

Bachelor’s: Communication
East Carolina University
MBA
Wake Forest University

Personal Interests

Heather earned a bachelor’s in communication from East Carolina University and her master’s in business from Wake Forest University. She’s passionate about serving the surrounding communities to make them a better place to live and thrive for all residents. Her 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. She currently serves 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. 

Heather, her husband, Tom, and their daughter Parker Rose reside in the Green Hills community of Nashville and are members at Hillwood Country Club. She enjoys cooking, running, reading, and spending time with 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 needs of business-owners

Locations

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