Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Connor offers a comprehensive approach to managing wealth that begins with listening to a client’s needs. He promises to help ensure that every potential solution is grounded in the client's current and future goals.
Experienced in retirement planning, Connor works with a variety of individuals, families and business owners. Connor is also passionate about the environment and corporate accountability and is committed to designing portfolios that meet environmental, social and governance criteria.
Connor holds a B.A. in Economics from Bates College. Prior to joining Merrill, Connor specialized in financial planning and investment management at the broker dealer HTK and worked for a venture capital funded startup in the San Francisco Bay Area. Connor has earned professional licenses in Life, Disability, Long-Term Care and Annuities. He is also a board member of Global Opportunities Alliance, a 501(c)(3) non-profit, and he is a mentor with Big Brother Big Sisters of Eastern Massachusetts.
At Bates College, Connor was captain of the NCAA Division 1 cross-country ski team. He continues to compete athletically, completing the Philadelphia, Washington, D.C. Marine Corps, and Boston Marathons. In his free time Connor enjoys spending time with his family, friends and his partner Becca. He loves to stay active running, surfing, skiing, hiking and mountain biking.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Insurance Associate Specialist
ISG Portfolio Analyst
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.