Associate Wealth Advisor
Current
Jul 2024 - Present
AeroLeads people directory · profile
Connor White Email & Phone Number
Associate Wealth Advisor
at
Carson Wealth
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Wealth Advisor
Location
Doylestown, Pennsylvania, United States
Company size
Who is Connor White? Overview
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Quick answer
Connor White is listed as Associate Wealth Advisor at Carson Wealth, a company with 134 employees, based in Doylestown, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Connor White.
Connor White previously worked as Partnership Development Associate - Finance at Carson Group. Connor White holds B.A. Business And Economics And Minor In Political Science from Wheaton College.
Company email context
Email format at Carson Wealth
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Carson Wealth
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Profile bio
About Connor White
Associate Wealth Advisor | Guiding Clients Towards Financial FreedomAs a financial professional, I specialize in offering tailor-made financial plans that bridge between financial and personal aspirations. Throughout my time at Carson, I have been able to attain industry experience in the wealth management space, specifically in the following areas:Investment Portfolio ManagementRetirement and Estate PlanningTax Optimization StrategiesRisk Assessment and ManagementWealth PreservationFinancial Education and EmpowermentWhether you are an individual seeking personalized financial guidance or a professional looking to collaborate, I would be happy to connect. Please send a introductory message if we haven't been able to connect before.
Current workplace
Connor White's current company
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Carson Wealth
2 roles
Connor White work experience
A career timeline built from the work history available for this profile.
Partnership Development Associate - Finance
- Two-year accelerated wealth advisor track.- Assisting wealth advisors as a paraplanner.- Developed a new company strategy for Carson Wealth Omaha, focusing on transforming client engagement and refining back-end processes to drive business growth, enhance our service model and ensure regulatory compliance.- Crafted and executed comprehensive financial.
Jul 2022 - Jun 2024
Team & coworkers
Colleagues at Carson Wealth
Other employees you can reach at carsonwealth.com. View company contacts for 134 employees →
CC
Caleb Cheng
Colleague at Carson Wealth
Draper, Utah, United States, United States
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RK
Rachel Kramarchuk, Mba, Cepa
Colleague at Carson Wealth
Littleton, Colorado, United States, United States
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AL
Alyssia Lee
Colleague at Carson Wealth
Chicago, Illinois, United States, United States
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NW
Nicki Wells
Colleague at Carson Wealth
Bridgeport, Illinois, United States, United States
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DS
Denise Scofield
Colleague at Carson Wealth
Omaha, Nebraska, United States, United States
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NK
Nancy K. Caton
Colleague at Carson Wealth
San Rafael, California, United States, United States
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SW
Sam Wilkerson, Msfs, Cfp®, Cdfa®
Colleague at Carson Wealth
Atlanta Metropolitan Area, United States
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HW
Hayden Willner
Colleague at Carson Wealth
Minneapolis, Minnesota, United States, United States
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CG
Carson Groll
Colleague at Carson Wealth
Denver Metropolitan Area, United States
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CA
Craig Anderson
Colleague at Carson Wealth
Aurora, Illinois, United States, United States
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Caleb Cheng
Colleague at Carson Wealth
Draper, Utah, United States, United States
View →
RK
Rachel Kramarchuk, Mba, Cepa
Colleague at Carson Wealth
Littleton, Colorado, United States, United States
View →
AL
Alyssia Lee
Colleague at Carson Wealth
Chicago, Illinois, United States, United States
View →
NW
Nicki Wells
Colleague at Carson Wealth
Bridgeport, Illinois, United States, United States
View →
DS
Denise Scofield
Colleague at Carson Wealth
Omaha, Nebraska, United States, United States
View →
NK
Nancy K. Caton
Colleague at Carson Wealth
San Rafael, California, United States, United States
View →
SW
Sam Wilkerson, Msfs, Cfp®, Cdfa®
Colleague at Carson Wealth
Atlanta Metropolitan Area, United States
View →
HW
Hayden Willner
Colleague at Carson Wealth
Minneapolis, Minnesota, United States, United States
View →
CG
Carson Groll
Colleague at Carson Wealth
Denver Metropolitan Area, United States
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CA
Craig Anderson
Colleague at Carson Wealth
Aurora, Illinois, United States, United States
View →
1 education record
Connor White education
FAQ
Frequently asked questions about Connor White
Quick answers generated from the profile data available on this page.
What company does Connor White work for?
Connor White works for Carson Wealth.
What is Connor White's role at Carson Wealth?
Connor White is listed as Associate Wealth Advisor at Carson Wealth.
Where is Connor White based?
Connor White is based in Doylestown, Pennsylvania, United States while working with Carson Wealth.
What companies has Connor White worked for?
Connor White has worked for Carson Wealth and Carson Group.
Who are Connor White's colleagues at Carson Wealth?
Connor White's colleagues at Carson Wealth include Caleb Cheng, Rachel Kramarchuk, Mba, Cepa, Alyssia Lee, Nicki Wells, and Denise Scofield.
How can I contact Connor White?
You can use AeroLeads to view verified contact signals for Connor White at Carson Wealth, including work email, phone, and LinkedIn data when available.
What schools did Connor White attend?
Connor White holds B.A. Business And Economics And Minor In Political Science from Wheaton College.
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