Karen Kahn

Karen C. Kahn, CFP®
Managing Director Wealth Advisor Truist Bank

3318 W Friendly Ave

Suite 300,

Greensboro, NC 27410-4806

About me

Background

Karen Kahn is a Managing Director and Senior Wealth Advisor with Truist Bank, providing clients with more than 30 years of comprehensive wealth management services. Along with her teammate, Chris Peele (Wealth Advisor) and their team of specialists, they assist clients with investments, trusts, business succession, financial planning, credit, risk management and estate planning strategies.  

Karen leads her team with their client’s goals and needs in mind, providing highly attentive service and coordination of resources amongst our team of specialists and our clients outside advisors. Her goal is to help bring financial well-being and a real confidence to families about their financial situation and whatever it is they want to accomplish in life. Education is also a hallmark of her practice, as educating family members about how to be good stewards of their resources is vitally important.

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 of Science - Business Administration
University of North Carolina at Chapel Hill 1990

Personal Interests

Karen serves on the board of North Carolina for Community and Justice, where she formerly served as Treasurer, and is a member of the Society for Financial Service Professionals. She enjoys hiking, cooking, traveling, and spending time with her 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

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

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

To
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About Our Process

Hello. I'm Karen Khan and I'm a senior wealth advisor and certified financial planner with Truist Wealth. I'm home grown. I grew up in Greensboro, North Carolina and I spent over 30 years in the Piedmont Triad helping families here and wherever life has taken them. From an early age, I always knew I'd end up in a profession where I'd be helping people in some way. As a senior wealth advisor, when you're my client, I invest the time to really know you. That means knowing you more than just in dollars and cents terms. For example, I'll know your voice when you call. I'll know your family, what you hope to accomplish, and what you worry about. I routinely work with multigenerational families who often have complexity in their lives. By taking the time to develop a deep and lasting relationship with our clients, my team and I collaborate to build a financial plan that thoroughly addresses each family's unique array of goals, priorities, and concerns. What I enjoy most about my work is leading a team of highly seasoned professionals to help our families succeed. I love it when clients tell us how grateful they are for our guidance, that they can't imagine juggling their financial lives without us, or that they've never thought about an idea we've brought to the table. We complement your other advisors, such as your CPA and attorney so that you rest easy knowing that you have a plan. If you think that I can be of service to you and your family, I look forward to hearing from you.

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