Bo Connor is a Wealth Management Advisor in the Tulsa, Oklahoma office. Bo is deeply committed to providing highly customized wealth management strategies, advice and guidance and services to a select group of clients, whose unique needs, goals and values are the center of his dedicated focus. His services include tax-efficient and risk-managed investment planning and management, asset preservation, wealth transfer planning, and philanthropic planning and management. He enjoys working with individuals, families, businesses, foundations and endowments.
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.
