Connor joined Merrill Lynch Wealth Management in 2020. Treating his clients like family is at the core of every decision he makes, and the guidance he provides is thoughtful and unique to each individual. He also believes that creating deep and meaningful relationships with his clients, going beyond stocks and bonds, results in a more cohesive and successful partnership.Connor aims to provide straightforward counsel to his clients and works to address the complex planning needs of today's affluent families.Connor holds the CPFA® designation and focuses on retirement planning, investments, equity compensation planning, banking and estate planning. He currently lives in Washington, D.C. and is an avid D.C. sports fan. In his spare time, he enjoys golfing, traveling, sporting clays and volunteers for his alumni association.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
