4117 Chain Bridge Rd. Suite 300
Fairfax, Virginia 22030
As a Wealth Advisor, Jan Conner helps her clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with BB&T specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, she develops recommendations tailored to her clients’ needs, priorities and preferences.
Jan attended the Ohio State University where she earned a Bachelor of Science and is also a graduate of the Sudden Money Institute in Palm Beach Gardens, FL. She is a CERTIFIED FINANCIAL PLANNERTM practitioner and Certified Trust Financial Advisor, as well as a Series 7 and Series 63 license holder. She is a member of the National Association of Professional Women and has been in banking for 17 years.
BB&T Corporation ranks among the nation’s largest financial institutions, with $178.5 billion in assets, market capitalization of $21.6 billion, and approximately 1,800 branches in 12 states and Washington, D.C. Formed in 1872 and headquartered in Winston-Salem, N.C., BB&T has a long-standing record of financial stability and enduring core values focused on excellence in client service. In May 2012, it was named among the top 20 of the World’s Strongest Banks by Bloomberg Markets Magazine, one of only three U.S. banks. Barron’s recently named BB&T Wealth one of the top 40 wealth managers for accounts over $5 million in assets.