Connor serves as Vice President of Private Wealth Management at Capital Wealth Advisors, where he combines strategic insight with over a decade of hands-on experience to help clients navigate the complexities of wealth. As a Certified Financial Planner™ and Equity Compensation Associate, Connor brings an understanding of portfolio construction, equity strategies, and estate planning to high-net-worth families and professionals. Known for his thoughtful, relationship-driven approach, he builds tailored financial roadmaps that seek to reflect both the numbers and nuance behind each client’s goals.
Prior to joining Capital Wealth Advisors in 2024, Connor served as Financial Consultant at Fidelity Investments from 2015-2024.
Outside of the office, Connor enjoys life in St. Petersburg, Florida, with his wife, Kelly, and their daughter, Josephine.
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