Walter Kennedy

Walter Kennedy, PPM
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Kennedy/Long Group of Truist Investments Services, Inc.

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210

Walter.Kennedy@Truist.com

Phone (704) 526-4358

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About me

Background

Walter Kennedy is a Managing Director and Financial Advisor with Truist Investment Services, Inc., and a part of the Kennedy/Long Group of Truist Investment Services, Inc. that offers clients more than 80 collective years of financial services, retirement planning, and investment management experience. His areas of focus span investment management, liability management, risk management and fiduciary services, and has earned the professional designation of Preferred Portfolio Manager (PPM).

Walter's affinity for athletes and understanding of their complex, off-the-field financial challenges, also serves clients who may not be “pros” on the athletic field, but are still “players” in all walks of professional endeavor, ensuring that they receive his focused financial coaching and guidance.

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

Education

Bachelor’s Degree
North Carolina State University 1991 1995
Master's Degree - Sports Management
North Carolina State University 1996 1998

Personal Interests

Walter Kennedy earned his B.A. and M.A. from North Carolina State University, with a concentration in sports management. While attending school, he captained the university's tennis team and served as an assistant coach for the men's and women's teams.
He volunteers his time with The Charlotte Sports Foundation, The Make-A-Wish Foundation, and Charlotte Country Day School.

Specialties

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

  • 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.

  • 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

  • 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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

Accomplishments

Forbes - Best In State Wealth Management Teams
2024
Forbes - Best In State Wealth Advisors
2024

Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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