Multi-Generational Financial Confidence

Meet Connor


Working in the finance industry has been Connor’s dream since graduating college. Connor’s father worked as an advisor for years, and he’s eager to follow in his footsteps. As an Associate Wealth Advisor, Connor is excited to share his passion with clients to help them pursue their financial goals.

Connor graduated with a Bachelor of Arts degree in finance from Wofford College in Spartanburg, South Carolina. After college, he started working as a financial analyst for a manufacturing company in Charlotte, North Carolina, where he gained valuable experience in sales, operations and finance.

Connor and his fiancee just adopted two Alaskan Malamutes, Arya and Rocky. Outside of work, Connor enjoys staying active by exercising and playing golf, and he loves to spend time with his family, friends and dogs.

Favorite Quote:

“Failure is part of the process of success”

Favorite book:

“Rich Dad Poor Dad”

Favorite movie:


What motivates me:

Knowing I can have an impact on someone’s life

Favorite holiday:

Fourth of July

Place I’d most like to visit:


Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.