Contact Connor
Team Office
Connor’s Locations
Malvern, PA 19355 (610) 651-2777
Connor L. Smith
Vice President, Financial Advisor
CFP®, BFA
About Connor
Desiring to make a meaningful difference in people’s lives, Connor began his career as a financial advisor in 2009 and obtained the Certified Financial Planner™ designation in 2016. After gaining invaluable experience at firms in Indiana and Rhode Island, he expanded his career horizons by relocating to Chester County, Pennsylvania.
Connor lives in Downingtown, with his wife Liz, and their daughter. In their free time they enjoy walking their Yorkies, Monte & Tali, on trails around Chester County, dining at local restaurants, and spending time with family.
Connor obtained the rank of Eagle Scout through the Boy Scouts of America, where he developed an appreciation for volunteering. Currently, he volunteers with Compeer of Chester County and is an active member & past president of the Thorndale-Downingtown Rotary Club
Education
- BS - Business Marketing, Indiana University
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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