Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Five Star Wealth Manager, 2020
As a Wealth Advisor, Connor is a CERTIFIED FINANCIAL PLANNER™ and works with his clients on a wide range of wealth management and investment advisory services. Prior to joining The Colony Group in 2013, Connor worked at Fidelity Investments where he held his series 7 and 63 licenses.
Connor earned his Bachelor of Arts in History from Colby College, where he also played four years of football and baseball. Connor lives on the North Shore of Massachusetts and enjoys spending time with his wife, son, and daughter.
As the average life expectancy of Americans continues to increase, many people are finding that they or their loved ones require support services to meet their needs as they...