Connor McKenna
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Connor McKenna
I help individuals and families bring clarity and structure to their financial lives…
Experience
Financial Advisor
Dec 2021 — Present
Managing client investment portfolios through a variety of techniques designed to optimize risk management, maximize returns, and improve overall tax burdens• Client portfolios range from typically from $500k to $10MM+; advisor discretion is exercised• Utilizing a consultative approach to identify clients\' unique needs and deliver tailored strategies• Offering comprehensive advice and presenting client reviews with confidence• Collaborating with core banking and investment partners to provide a comprehensive range of potential solutions through Merrill and the banking convenience of Bank of America• Meeting the diverse financial needs of clients through connecting them to every possible solution available
Education
Brigham Young University
Bachelor's Degree
2017 — 2020
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