Meet Connor

Connect With Me

Connor Smith, CFP

Senior Wealth Advisor

Connor focuses on retirement, estate, and tax planning strategies for individual and corporate clients. He graduated from Ohio University with a Bachelor of Business Administration in Finance and Financial Planning Certificate and has been working in the finance industry since 2014. Connor earned the Certified Financial Planner™ marks in 2017 as a result of his continued effort to find new ways to help clients reach their financial planning goals.

What Inspires My Work

Working closely with clients to find solutions that bring clarity and peace of mind while developing lasting relationships built on trust and transparency.

What Inspires My Life

My life is grounded in faith and family, and each push me to be a better person. I love my small town and how it has made me who I am, and enjoy being able to give back.

Phone: 740.277.6619