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 Jun 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 company 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 →

LD Lauri Dubois Lauri Dubois Colleague at Kennebec Savings BankWinthrop, Maine, United States, United States View → LH Laura Hayward Laura Hayward Colleague at Kennebec Savings BankWaterville, Maine, United States, United States View → NF Natusha Fate Natusha Fate Colleague at Kennebec Savings BankWaterville, Maine, United States, United States View → NB Nicole Bernier Nicole Bernier Colleague at Kennebec Savings BankDoylestown, Pennsylvania, United States, United States View → KH Kathy Hepner Kathy Hepner Colleague at Kennebec Savings BankPortland, Maine Metropolitan Area, United States View → CD Christina Dingus Christina Dingus Colleague at Kennebec Savings BankFranklin County, Maine, United States, United States View → DP Dana Pinkham Dana Pinkham Colleague at Kennebec Savings BankGreater Lewiston Area, United States View → NR Neil Rafferty Neil Rafferty Colleague at Kennebec Savings BankWaterville, Maine, United States, United States View → NH Nathan Henry Nathan Henry Colleague at Kennebec Savings BankPortland, Maine, United States, United States View → JC Jennifer Coffin Jennifer Coffin Colleague at Kennebec Savings BankAugusta, Maine, United States, 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 Lauri Dubois, Laura Hayward, Natusha Fate, Nicole Bernier, and Kathy Hepner.

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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