Connor Visser
Financial Advisor | Dad | Husband | Personalized Wealth Strategies | Outdoorsman
- Role
- Financial Advisor at Edward Jones
- Location
- Montrose, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Connor Visser
Colorado born and raised, I\'ve spent the last nine years helping individuals and families…
Experience
Financial Advisor
Mar 2017 — Present · Montrose, CO, US
I help families and businesses organize, invest and protect wealth through customized financial planning.
Skills
- Sep Ira
- Marketing
- Fixed Annuities
- Microsoft Office
- Sales
- Teamwork
- Teaching
- Time Management
- Entrepreneurship
- Retirement Planning
- 401k Rollovers
- Life Insurance
- Community Outreach
- Strategic Planning
- Traditional Ira
- Research
- Microsoft Word
- Long Term Care Insurance
- 529 Plans
- 401(K) Retirement Savings Plans
- Microsoft Excel
- Powerpoint
- Retirement
- Bonds
- Roth Ira
- Simple Ira
- Customer Service
- Retirement Savings
- Small Business Retirement Planning
- 401k Options
- Estate Considerations
- Public Speaking
- Retirement Solutions
- Social Networking
- Common Stocks
- Social Media
- Leadership
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.