Connor joined Merrill Lynch Wealth Management in 2020.
Connor focuses on addressing the complex planning needs of today's affluent families that require access to specialized advice, advanced planning and sophisticated guidance. Connor helps clients make sense of the opportunities and challenges they face, and maps out the potential outcomes of different decisions and strategies. This starts with organizing and simplifying one’s financial affairs and working towards an intentional wealth strategy.
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 relationship with his clients, going beyond stocks and bonds, results in a more cohesive and successful collaboration.
Connor holds the CEPA® and CPFA® designations. He specializes in exit planning for small business owners, retirement planning, 401(k) and employer-sponsored plans, portfolio management and equity compensation planning. He currently lives in Washington, D.C. and is an avid Commanders & Chicago Cubs fan. In his spare time, he enjoys golfing, traveling, waterfowl hunting and volunteering for his alumni association..