Profile

Conor Reeves is a Senior Vice President and Wealth Management Advisor at Merrill. Conor works with individuals and families to identify their financial goals and life priorities, helping them pursue those aims with focused attention and care. He begins each relationship by gaining an in-depth understanding of the circumstances of each relationship—from the intersection of personal and professional wealth, to family dynamics and long-term aspirations. He then applies his own knowledge and insight, as well as that of his specialists, to pursue steady progress toward each family’s objectives. Committed to the well-being of each client, he grounds his approach in personalization, responsiveness, and hard work. His areas of focus within the team include wealth planning, lending, insurance, and asset management.

 

Conor has earned national recognition as a Financial Advisor. Forbes magazine has named him one of “America's Top Next-Generation Wealth Advisors” from the inception of the accolade in 2017 through 2019 (*Published annually July – Sept. Rankings based on data as of March 31 of current year.) Forbes has also distinguished Conor as one of the Next Generation Best In-State Advisors for 2019, the inaugural year of this award, as well as in 2022.(*Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

 

Conor joined Merrill in 2012. Previously, he worked as a Relationship Manager with State Farm Insurance in New Hyde Park, where he was a licensed provider for personal property and casualty insurance. He earned his B.A. in Business Administration from Long Island University, CW Post campus, where he was a member of the Ice Hockey team. Following graduation, Conor served as a volunteer assistant coach of the Men’s Ice Hockey team at CW Post for two years. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

 

A Long Island native, Conor lives in Garden City with his wife and their two young daughters. In his free time, he enjoys playing golf, ice hockey, and platform tennis. Previously, he was a founding member of the Garden City Youth Network, a community organization that hosted father-and-son events to support the athletic programs at Garden City public schools. Conor is also a trustee of his family’s foundation, the Robert J. Reeves IV Foundation, which provides educational grants to outstanding high school graduates in honor of his brother Bobby.

 

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors
choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.