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Connor Smith

Financial Advisor, Senior Wealth Advisor

Juncture Wealth Strategies

United States, Ohio, Lancaster

About Me

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 also received a Financial Planning Certificate. He has been working in the finance industry since 2014. Connor earned the CERTIFIED FINANCIAL PLANNER™ professional marks in 2017 as a result of his continued effort to find new ways to help clients reach their financial planning goals.

Profile Information

Financial Advisor, Senior Wealth Advisor

Juncture Wealth Strategies

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lancaster

Ohio

United States

Sep 11, 2024

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