Connor Smith

Associate Wealth Management Advisor at BWM Wealth Strategies

Role: Associate Wealth Management Advisor at Bwm Wealth Strategies
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Connor Smith

As a financial planner, I work with individuals and business owners at all stages of life…

Experience

Associate Wealth Management Advisor
Bwm Wealth Strategies
May 2025 — Present · Charlotte, NC, US

Education

Davidson College
Bachelor's degree
2020 — 2023

Contact information

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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About Connor Smith

Experience

Associate Wealth Management Advisor

Education

Davidson College

Find verified contacts for anyone on LinkedIn