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
Keylinks
More profiles to browse

Tyler Karl
Portfolio Manager
BH
Brad Haines
Chief Investment Officer
Barry Rhonemus
Managing Partner, Founder
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale