Connor Joyce
Vice President, Private Wealth Management at Capital Wealth Advisors
- Role
- Vice President, Private Wealth Management at Capital Wealth Advisors
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
About Connor Joyce
As Vice President of Private Wealth Management, Connor is committed to crafting customized financial plans for his clients, simplifying the intricacies of finance into clear and concise strategies. As both a Certified Financial Planner™ professional and Equity Compensation Associate, Connor is adept at assisting individuals with diverse planning needs.CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA & NC). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. CWA reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA will not accept purchase or sale orders via social network messaging systems. CWA is not responsible for unsolicited content posted by third-parties. CWA does not provide tax or legal advice.The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates. CWA may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance, and are not an endorsement of CWA by any third-party. Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.
Experience
Vice President, Private Wealth Management
Apr 2024 — Present · Tampa, FL, US
Education
Gatton College of Business and Economics
Bachelor of Science (BS), Finance and Economics
2011 — 2015
Certified Equity Professional Institute
Silicon Valley Executive Center, Leavey School of Business
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