Kristen O'Connor, The Haverford Trust Company

Kristen M. O’Connor, CTFA

Trust Officer

Ms. Kristen O’Connor joined Haverford in 2020. As a Trust Officer, Kristen is responsible for administering individual trust accounts, estates and foundations.

Contact Information

484.253.6331

Certifications & Education

B.A., East Stroudsburg University

Certified Trust & Financial Advisor Certification (CTFA)

Previous Experience

Senior Trust Administrator
The Haverford Trust Company

Senior Fiduciary Administrator, Assistant Vice President Abbot Downing
Wells Fargo Wealth Management

Senior Fiduciary Administrator, Assistant Vice President
Wells Fargo Wealth Management

Fiduciary Administrator, Officer
Wells Fargo Wealth Management

Personal Banker II / Licensed Brokerage Associate
Wells Fargo Bank

Affiliations & Memberships

Young Professionals Council
The Chamber of Commerce for Greater Philadelphia

Member
Philadelphia Estate Planning Council