Connor has been in the financial services industry since 2011. Prior to working as an Financial Advisor on our team, Connor worked as a Trust Officer with both U.S. Trust and Abbott Downing. With a background in wealth management and comprehensive financial planning, Connor specializes in helping busy professionals reach their goals. Connor is a Certified Financial Planner™ and holds a B.B.A degree in Trust and Wealth Management with a minor in Financial Planning from Campbell University.
Services & Client Experience:
My team focuses on helping busy professionals navigate complicated financial issues. We save you the time required to “cover all the bases”.
Services included but not limited to:
- Working closely with you to develop a realistic plan that helps achieve your vision of the future.
- Utilizing a disciplined investment methodology striving to achieve investment results within the risk levels at which you are comfortable.
- Working closely with other professionals to make sure tax management, estate planning, and risk management strategies are considered.
- Help increase benefits through your employer such as group insurance, stock option plans, retirement plans, restricted stock,and stock purchase plans.
- Making sure you are insured appropriately to cover any unforeseen circumstances that may come up.