Connor Phillipso
Administrative Assistant

 



Connor is an accomplished administrative assistant known for his exceptional support to financial advisors in delivering superior customer service to clients. Graduating high school this year, Connor exhibits a remarkable dedication to his role, ensuring seamless operations within the advisory team.

With a keen eye for detail and strong organizational skills, Connor plays a pivotal role in managing administrative tasks, facilitating smooth client interactions, and maintaining the efficiency of office procedures. His ability to prioritize tasks effectively and communicate efficiently enables the advisors he supports to focus on providing comprehensive financial guidance to clients.

Connor's commitment to excellence and his collaborative approach have led to the successful completion of various projects aimed at enhancing client satisfaction and streamlining internal processes. His proactive nature and willingness to go above and beyond expectations make him an invaluable asset to the team.

Outside of work, Connor enjoys staying active by playing various sports, Alongside his passion for sports, Connor is also dedicated to personal development and is currently exploring opportunities to transition into an advisor role. With his drive, dedication, and diverse interests, Connor is well-prepared to embark on a fulfilling career path in financial services, where he can leverage his skills to provide comprehensive financial guidance to clients and make a positive impact on their lives.