Conor Wolchesky, CFP^®

Conor serves as a Vice President, Wealth Manager Associate. Formerly with Morgan Stanley, Conor is a performance driven professional who helps maintain our clients review process. Combining in-depth research and a collaborative approach to both client education and advice, he works closely with clients to develop, monitor, and update financial planning and investment strategies designed to help clients achieve their financial goals.

Conor graduated from the George Washington University with a B.B.A degree majoring in Finance. He completed his CERTIFIED FINANCIAL PLANNER™ certification from the University of California, Berkeley. He holds the series 7 and 66 securities licenses, as well as licenses for life, accident, and health insurance and variable annuities.

Conor grew up in Pomfret, CT and has been living in the Washington, D.C. area for the past ten years. He enjoys cooking, playing squash, skiing and exploring the local area’s golf courses in his free time.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.