Connor Jarvis
Helping business owners, executives, professionals, and families bring clarity to their financial future
- Role
- Wealth Advisor at Wright Lahaie Jarvis Wealth Advisors
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Connor Jarvis
You’ve worked hard to build a life—and maybe a business—you’re proud of. So ask…
Experience
Wealth Advisor
Wright Lahaie Jarvis Wealth Advisors
Apr 2018 — Present
Partner at Wright • LaHaie • Jarvis Wealth Advisors As Wealth Advisors with over 70 years of combined expertise, we have dedicated ourselves to providing the highest level of service to a select group of clients with innovative solutions for their personal and business needs. Through our innovative consultative process, we work diligently to understand the personally meaningful financial goals and objectives of business owners, executives, professionals, and affluent families, so that we can help provide them with the right array of solutions at the right time. Our customized, multi-generational wealth management experience and depth of resources has allowed us to consistently foster the financial health of our clients, enabling them to approach the future with confidence.Focuses: Retirement Planning, Estate Planning Services, Goals-Based Wealth & Investment Management Strategies, Business Succession Planning Services - Team Website: Raymond James Main Website: offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wright LaHaie Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.A LITTLE ABOUT ME:I would describe myself as energetic and passionate. My family aptly refers to me as the “Energizer Bunny.” Whether it is in pursuit of most effectively serving clients, peak fitness through calisthenics, journaling, studying maps (yes, I am that person who loves a good atlas), or serving the community, I do so ambitiously and with great enthusiasm.TWO THINGS I AM THANKFUL FOR:• Courtney, my beautiful wife and high-school sweetheart (we are also Miami Mergers)• Today - every breath we take is a gift For important disclosure information, please see “Social Media Disclosure” link in the“Contact Info” section.
Education
Miami University
Bachelor of Science - B.S. in Business (Summa Cum Laude)
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