Our Team
Connor Smith
WEALTH ADVISOR | CFP®
Connor serves as a Wealth Advisor in our office. He helps our clients develop easy-to-understand financial and investment strategies that align their needs, goals, and risk tolerance. He also assists with the analysis of investments and financial planning for our clients. Connor graduated from Shippensburg University with a Bachelor of Science and Business Administration in Finance with a focus on Personal Financial Planning. He holds the FINRA Series 7 and Series 66 securities licenses and has earned the Certified Financial Planner (CFP®) designation.
While in college, Connor served on the board of Shippensburg’s Mini-Thon program as the Family Relations Chair and is always seeking new volunteering opportunities. He spends his time away from work enjoying sports, the outdoors, and hanging out with his friends.
Wealth management, wealth planning, or retirement plan services, we're here to help.
We’re established and active in our community.
The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.
Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.