Connor Walton

I became a financial advisor because I’ve always wanted to help and impact other people's lives in a positive way. That started out as a thought to become a firefighter, then a sports physical therapist, and ultimately an advisor and CERTIFIED FINANCIAL PLANNER® professional. I believe that the most meaningful work starts with listening - really listening - to what matters most to people and their families. Growing up, I had the unique opportunity to watch my father, Neal, build a career not just by managing wealth, but by building relationships rooted in trust, care, and long-term vision. That example shaped the person I’ve become today.

As part of a multi-generational team at Merrill, I work alongside my father to offer clients the best of both worlds: decades of experience and perspective, paired with a modern, goals-based approach to planning. My role is focused on helping individuals and families gain clarity and confidence in their financial future, through personalized strategies that align with their values, priorities, and life goals.

Our mission as a team is simple - to empower clients to uncover what matters most to them, and to build a financial plan around it. We take pride in building trusted relationships, offering sound investment guidance, and providing a consistent standard of fiduciary care. These are the same principles that have guided my family, and they’re the foundation of the work I do every day.

Whether you’re just starting to build wealth, planning for retirement, or navigating a major life change, I’m here to listen, guide, and walk with you - so you can move forward with purpose, clarity, and lasting confidence.