Connor has been working in the financial industry for six years. Prior to joining our firm, he consulted with financial advisors on constructing portfolios for their clients, but wanted to be able to provide more hands-on guidance to help clients improve their overall financial situations. Connor joined Sunstone Wealth Strategies in 2020, and has provided exceptional financial services to our clients ever since.
Connor comes from a family tradition of teaching and coaching, and maintains this mindset when working with his clients. He works closely with each client to develop a financial game plan, and helps to educate them throughout their financial journeys.
Born and raised in Burlington, MA, Connor is deeply connected to his lifelong community. He attended Providence College, where he was an active member of the Investment Club, and graduated with a Bachelor’s degree in Finance. Connor plays in many local Boston basketball leagues, and enjoys cheering for all of Boston’s pro sports teams.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 4175706.