
Steven Conners
Steven Conners founded Conners Wealth Management as an independent financial adviser in 2009. He brings more than 30 years of experience to this role, including multiyear experience as a member of the Performance Council at Smith Barney, a Senior Vice President at Morgan Stanley and a VP of Investments at Merrill Lynch.
Steven studied finance at the University of Pennsylvania, Wharton School and is a registered representative with his Series 7 and 63 registrations with CoreCap Investments, LLC, a registered broker-dealer and member FINRA/SIPC. Steve also holds his Series 65 registration with CoreCap Advisors, LLC, a registered investment adviser.
He uses stocks, bonds, mutual funds and other instruments to assist his clients in achieving their financial goals.
Besides security licenses, Steven is also a Certified Estate Planner™ (CEP®) and is licensed to sell life and disability insurance.
Phone: (480) 603-1941 | Email: Steven.Conners@corecapinv.com | Website: connerswealthmanagement.com
