Kenneth Connors

Kenneth Connors
Senior Vice President Wealth Advisor Truist Bank

101 Arch St

15th Floor,

Boston, MA 02110-1103

Kenneth.Connors@Truist.com

Phone 617-345-6595

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About me

Background

Ken Connors is a Senior Vice President and Wealth Advisor with Truist Bank. He offers clients more than 25 years of financial services experience. In his role as a Wealth Advisor, Ken partners with a team of professionals to deliver comprehensive wealth management services including banking and lending, investment, insurance, and trust and estate planning needs to families in New England.

Ken joined Truist in 2021 after having spent 11 years at Wells Fargo Private Bank as a Senior Private Banker. In his role as a Private Banker, he provided customized liquidity and lending strategies to help clients reach their goals.

Ken maintains his Series 7 and 66 securities registrations and several insurance licenses and is a member of the Nationwide Mortgage Licensing System (NMLS # 745913).

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 in Finance
Merrimack College 1987

Personal Interests

Ken is a lifelong resident of Massachusetts and currently resides in Andover, Ma. When not at work, Ken enjoys spending time with his family and is an amateur bartender and hosts informal wine tastings with his grown children and their friends.

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

  • 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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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