Jake Connolly, Ctfa
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Jake Connolly, Ctfa Email & Phone Number

Financial and Trust Advisor at Kennebec Savings Bank
Location: Augusta, Maine, United States 4 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Kennebec Savings Bank
Role
Financial and Trust Advisor
Location
Augusta, Maine, United States
Company size
73 employees

Who is Jake Connolly, Ctfa? Overview

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Quick answer

Jake Connolly, Ctfa is listed as Financial and Trust Advisor at Kennebec Savings Bank, a with 73 employees, based in Augusta, Maine, United States. AeroLeads shows a matched LinkedIn profile for Jake Connolly, Ctfa.

Jake Connolly, Ctfa previously worked as Relationship Manager, CTFA at Kennebec Savings Bank and Financial Advisor at Edward Jones Us. Jake Connolly, Ctfa holds Ctfa, Certified Trust Fiduciary Advisor from Cannon Financial Institute.

Company email context

Email format at Kennebec Savings Bank

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Kennebec Savings Bank

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Profile bio

About Jake Connolly, Ctfa

Jake is a Certified Trust Fiduciary Advisor (CTFA) with a degree in Business Management. He has over 18 years of experience in the financial services industry and specializes in investment management, financial planning, and trust management. He offers his experience and expertise to manage individual clients, non-profits, municipalities, and businesses by managing investment assets and reviewing and managing trusts. Jake is married to his wonderful wife, Erica. Together they have been blessed with three children, Jameson, Aria, and Joshua. He has lived in Winslow his whole life and cherishes the opportunity to work in the local community.

Current workplace

Jake Connolly, Ctfa's current company

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Kennebec Savings Bank
Kennebec Savings Bank
Financial and Trust Advisor
augusta, maine, united states
Website
kennebecsavings.bank
Employees
73
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4 roles

Jake Connolly, Ctfa work experience

A career timeline built from the work history available for this profile.

Relationship Manager, Ctfa

Current
Kennebec Savings Bank

Augusta, Maine, United States

Kennebec Savings Bank, Investment Management & Trust Department

Apr 2021 - Present

Financial Advisor

Edward Jones Us

Oakland, Maine, United States

Mar 2017 - Apr 2021

Branch Manager

Td

Augusta, Maine, United States

Oct 2012 - Mar 2017

Contact Center Manager

Td

Auburn, Maine, United States

Oct 2010 - Oct 2012
Team & coworkers

Colleagues at Kennebec Savings Bank

Other employees you can reach at kennebecsavings.bank. View company contacts for 73 employees →

JR Jacob Rainey Jacob Rainey Colleague at Kennebec Savings BankGreater Lewiston Area, United States View → MD Melissa Daigneault Melissa Daigneault Colleague at Kennebec Savings BankAugusta, Maine, United States View → MC Mathew Caron Mathew Caron Colleague at Kennebec Savings BankAugusta, Maine, United States View → CD Christopher Daly, Cbip Christopher Daly, Cbip Colleague at Kennebec Savings BankAugusta, Maine, United States View → EB Emmaline Briske Emmaline Briske Colleague at Kennebec Savings BankDamariscotta, Maine, United States View → CM Christopher Martin Christopher Martin Colleague at Kennebec Savings BankAugusta, Maine, United States View → AD Ashlee Dixon Ashlee Dixon Colleague at Kennebec Savings BankWinthrop, Maine, United States View → NG Nicholas Guiou, Mba Nicholas Guiou, Mba Colleague at Kennebec Savings BankGreater Bangor Area, United States View → DL Danielle Lavache, Ctfa Danielle Lavache, Ctfa Colleague at Kennebec Savings BankBowdoin Center, Maine, United States View → TM Talitha Mckenzie Talitha Mckenzie Colleague at Kennebec Savings BankAugusta, Maine, United States View →
2 education records

Jake Connolly, Ctfa education

FAQ

Frequently asked questions about Jake Connolly, Ctfa

Quick answers generated from the profile data available on this page.

What company does Jake Connolly, Ctfa work for?

Jake Connolly, Ctfa works for Kennebec Savings Bank.

What is Jake Connolly, Ctfa's role at Kennebec Savings Bank?

Jake Connolly, Ctfa is listed as Financial and Trust Advisor at Kennebec Savings Bank.

Where is Jake Connolly, Ctfa based?

Jake Connolly, Ctfa is based in Augusta, Maine, United States while working with Kennebec Savings Bank.

What companies has Jake Connolly, Ctfa worked for?

Jake Connolly, Ctfa has worked for Kennebec Savings Bank, Edward Jones Us, and Td.

Who are Jake Connolly, Ctfa's colleagues at Kennebec Savings Bank?

Jake Connolly, Ctfa's colleagues at Kennebec Savings Bank include Jacob Rainey, Melissa Daigneault, Mathew Caron, Christopher Daly, Cbip, and Emmaline Briske.

How can I contact Jake Connolly, Ctfa?

You can use AeroLeads to view verified contact signals for Jake Connolly, Ctfa at Kennebec Savings Bank, including work email, phone, and LinkedIn data when available.

What schools did Jake Connolly, Ctfa attend?

Jake Connolly, Ctfa holds Ctfa, Certified Trust Fiduciary Advisor from Cannon Financial Institute.

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