Connor takes a comprehensive approach to financial planning, working closely with individuals to understand their unique goals and building a clear path forward, guiding them through their current financial position, investment, tax, retirement, estate, and protection planning. From identifying solutions for a specific need to implementing a comprehensive financial plan, his goal is to help every client find the clearest path to financial success.
From young professionals laying the groundwork for their future to established families looking to protect and grow what they’ve built, Connor is committed to being a trusted partner at every stage of life. He is licensed in Life, Accident, and Health Insurance and holds the Series 7 and Series 66 securities registrations. A graduate of Stonehill College, Connor earned a degree in Finance.
Coming from a family deeply rooted in the medical field, Connor witnessed early on the value of dedicating one’s career to helping others. Though his interests naturally leaned toward financial markets and economic strategy, he remained committed to making a meaningful impact. This led him to a profession that blends analytical expertise with a passion for service—empowering individuals and families to build secure financial futures.
Outside of work, Connor is passionate about travel and cultural exploration. While studying economics and finance at the Business School of Deree in Greece, he visited eight countries across Europe, an experience that broadened his worldview. He’s also a competitive golfer with a scratch handicap, and one of his long-term goals is to qualify for the Massachusetts Amateur Golf Championship.
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI
Check the background of this registered representative on FINRA’s BrokerCheck