Connor Coyle is an Independent Wealth Advisor working specifically with individuals, families and small businesses. Connor specializes in providing personal financial advice customized to each unique client circumstance. Whether you're planning for retirement, saving for college, or trying to protect the financial future of your loved ones, Connor tailor’s specific strategies to help you achieve your goals.
Prior to becoming an Independent Wealth Advisor, Connor served as a Vice President at Morgan Stanley where he assisted in the management of over 500 Wealth Advisors. In working with and managing Wealth Advisor’s for several years, Connor has implemented best-in-class practices to the benefit of his current and future clients. Prior to Morgan Stanley, Connor served as a Fixed Income Analyst at Chilton Investment Services, assisting in the management of ~$2Bn in financial assets. Connor’s comprehensive background in financial services, economics and capital markets has provided a strong foundation for advising clients.
Connor holds Series 7 and 66 securities licenses. Additionally, he is Life Insurance licensed in NY, NJ, CT, VA, MD and FLA. Connor received his Bachelor of Arts degree in Economics from the University at Albany.