CLIENT SERVICE ASSOCIATE

Connor joined Williamsburg Financial Group in 2026 and serves as a registered admin with LPL Financial as a Client Service Associate in the Williamsburg office. In his role, Connor works closely with clients to support their financial goals while also assisting with account management, transfers, and ongoing service needs. He is committed to providing thoughtful guidance and a dependable client experience. 

Connor graduated from Virginia Tech with a degree in Psychology and Adaptive Brain and Behavior. He holds all of the following through LPL Financial, the SIE certification and has earned his Series 7 and Series 66 licenses. He continues to refine his approach under the mentorship of experienced advisors, focusing on building trust and delivering clear, personalized advice. Connor was drawn to financial advising through his mother’s example in the profession, where he saw firsthand the impact of strong client relationships and meaningful financial guidance.

Outside of the office, Connor enjoys hiking and spending time in nature, interests that grew during his time in the Appalachian region. He is also an active volunteer, participating in annual church mission trips in Buckingham, Virginia, helping families with home repairs. In his free time, Connor enjoys reading and spending time with his dog, Coco. He is also a dedicated Arsenal soccer fan.