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.

Connor Smith
Financial Advisor, Senior Wealth Advisor
Juncture Wealth Strategies
United States, Ohio, Lancaster
About Me
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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