Connor McPhail
Junior Financial Consultant at Tristate Financial Advisors
- Role
- Junior Financial Consultant at Tristate Financial Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Connor McPhail
At Tristate Financial Advisors (TFA), we specialize in helping employees and business…
Experience
Junior Financial Consultant
Nov 2024 — Present · Philadelphia, PA, US
Delivering personalized financial planning and investment strategies tailored to clients’ unique goals by combining market insights with a consultative, client-first approach.Building and maintaining strong client relationships through ongoing meetings, portfolio reviews, and goal tracking to ensure financial plans evolve with life and career changes.Holding Series 65, SIE, and Pennsylvania Life Insurance licenses; completed comprehensive training in portfolio construction, regulatory compliance, and client acquisition within a high-growth, entrepreneurial advisory firm.
Education
Alfred Lerner College of Business & Economics at University of Delaware
Bachelor's degree
CEA CAPA Education Abroad
Bachelor of Science - BS
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