Connor offers a comprehensive approach to managing wealth that begins with listening to a client’s needs. He promises to help ensure that every potential solution is grounded in the client's current and future goals. Experienced in retirement planning, Connor works with a variety of individuals, families and business owners. Connor's close personal ties to the healthcare industry has made Physician financial planning an area of particular focus for him. Connor is also passionate about the environment and corporate accountability and is committed to designing portfolios that meet environmental, social and governance criteria.
Connor holds the Chartered Retirement Planning Consultant (CRPC) and Chartered SRI Counselor™ (CSRIC™) designation from the College for Financial Planning and a B.A. in Economics from Bates College. Connor has worked in the industry for 7 years, prior to joining Merrill, Connor specialized in financial planning and investment management at the broker dealer HTK. Connor has earned professional licenses in Life, Disability, Long-Term Care and Annuities.
At Bates College, Connor was captain of the NCAA Division 1 cross-country ski team. He continues to compete athletically, completing the Philadelphia, Washington, D.C. Marine Corps, and Boston Marathons and running the 47 mile Rim to Rim to Rim trail in the Grand Canyon. In his free time Connor enjoys spending time with his family, friends, his Fiancé Becca and his dog Tuck. He loves to stay active running, surfing, skiing, hiking and mountain biking.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
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.
