Karen C. Kahn, CFP®

Managing Director Wealth Advisor Truist Bank

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.