Steven Conners

Steven Conners

Founder and President, Conners Wealth Management

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