Connor C. Introna
I am a Financial Advisor with Merrill Lynch Wealth Management, where I help individuals, families, and business owners navigate important financial decisions through personalized wealth management strategies. My background includes experience in investment banking, equity research, and advisory roles at some of the nation's largest financial institutions, providing me with a strong foundation in investment analysis, capital markets, and planning.
While I value the analytical side of the business, I believe wealth management is ultimately about people. I am naturally outgoing, personable, and relationship-driven, and I enjoy building meaningful connections with clients from all walks of life. A genuine appreciation for diverse cultures, perspectives, and experiences has shaped both my personal and professional outlook, helping me better understand what matters most to the individuals I serve.
My approach begins with listening. I take the time to understand each client's unique goals, values, and aspirations before developing tailored strategies designed to align with their objectives. By combining thoughtful planning, disciplined investment guidance, and ongoing collaboration, I strive to simplify complex financial decisions and help clients feel confident about their financial future.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.