Conley Blair is a financial advisor at Merrill. Conley began his Merrill career in 2019, and has received recognition throughout his career as a leading financial advisor. Conley holds a CERTIFIED FINANCIAL PLANNER® certification, awarded by the Certified Financial Planner Board of Standards, Inc. Conley advises business owners, entrepreneurs, and ultra-affluent families on multiple facets of their financial lives. He works to deploy wealth more effectively and thoughtfully to help clients advance their personal, professional, and philanthropic objectives. Further, Conley examines both sides of a client’s balance sheet to identify gaps and capitalize on opportunities for more efficient deployment of capital. Conley values the client relationships that he has sustained over many years and is privileged to serve a very dynamic and accomplished client base. Drawing on the resources of Merrill, Conley is skilled in a range of offerings, including estate planning services, inter-generational wealth transfer, concentrated stock strategies, and cash-flow modeling. Conley recognizes the importance of capital preservation to ultra-affluent clients, sensitive to the sacrifices they have made in attaining their wealth. He looks to bring the expansive abilities of Merrill to clients in a warm and personalized manner. He earned his bachelor’s degree in Business Administration; Finance from Liberty University. Conley currently resides in Columbus, Ohio.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
