Connor Davis provides his clients with holistic financial advice. He also utilizes individualized goal analysis and protection strategies to offer solutions to common financial concerns. Connor works with a range of clients, from individuals to families and businesses of all sizes, identifying gaps in their long-term financial strategies and offering solutions to fill them. He graduated from Wagner College with a major in finance and a minor in economics. He is also Series 7 and 66 securities registered and holds a license for Life, Accident, and Health Insurance.
While at Wanger, Connor was a four-year member of the Men’s Lacrosse team. He was also the Co-founder and Head of Wagner’s Investment Club and recipient of Wagner’s 2019 Investment Group Legacy Award in recognition of his creation and participation within the group and his efforts to bring on more participants. He has continued to remain active in lacrosse by coaching for the Freedom Lacrosse Club. He lives in Pottstown, PA, and enjoys playing golf, exercising, and getting together with his friends and family.