Connor Regan
,
Financial Advisor
63 South Main Street
Hanover, NH 03755
603.653.5130
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

About Me
Welcome

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Vic Diune
Wealth Strategies Advisor
John P Walsh
Retirement Specialist
Kate Seaver
Wealth Management Banking Specialist
About Merrill

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.

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Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Connor Regan is registered to do business in CA, CT, FL, GA, MA, ME, MI, NH, NJ, NY, OH, OR, RI, SC, TX, VT, WA, WY.