Connor Regan
Financial Advisor | Portfolio Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Hanover, NH, US
- LinkedIn followers
- 500 followers
About Connor Regan
Although I work with client of all backgrounds, my area of focus is physician wealth management. I serve physician\'s and their families across the country (using online tools) to help meet their unique needs. This can include investment management, own occupation specific disability, life insurance, estate planning services, physician mortgage lending, college funding. My clients are incredibly intelligent and capable but simply don\'t have time to manage their finances themselves and understand the value of hiring a professional. I work with physician\'s in all stages of life from residents and new attendings to those looking to retire or in retirement. As a Bates College Graduate, I have worked as an Financial Advisor since 2016, joining Merrill Lynch Wealth Management in 2020. Please reach out to me over LinkedIn if you are interested in having an introductory call and I am happy to speak with you.
Experience
Financial Advisor
Jul 2020 — Present
Every client is unique and deserves a plan tailored to their needs. My services include- Goal Based Wealth Management - Portfolio Management - Trust and Estate Planning Services - Mortgages - College Planning - Insurance Services- Life Insurance, Disability, Long Term Care - Business Financing and Banking Services *NMLS ID 20•••39 *Access to financing, banking, credit and/or lending services are available through Bank of America, N.A.*Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Education
Horace Greely High School
High School
2007 — 2011
Bates College
Bachelor's Degree
2011 — 2015
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