As Vice President of Private Wealth Management, Connor is committed to crafting customized financial plans for his clients, simplifying the intricacies of finance into clear and concise strategies. As both a Certified Financial Planner™ professional and Equity Compensation Associate, Connor is adept at assisting individuals with diverse planning needs.
Prior to joining Capital Wealth Advisors in 2024, Connor served as a Financial Consultant at Fidelity Investments from 2015-2024. He was consistently recognized as a top-performing financial consultant, including being a two-time Achiever Award recipient (2022 & 2023).
Connor and his wife, Kelly, live in St. Petersburg, FL. They enjoy spending time at the beach, exploring new dining experiences with friends, and reconnecting with family. In his free time, Connor enjoys playing golf and taking advantage of opportunities to be out on the water.
Education
- BBA in Finance and Economics, University of Kentucky
Designation & Licenses
- CERTIFIED FINANCIAL PLANNER™ Certification
- Equity Compensation Associate
- Life, Health, & Annuity License
- Series 66