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 Jul 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 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 planning recommendations and plans for clients with investible assets ranging from $500k to $50MM.- Vast experience using Salesforce, MoneyGuide, eMoney, and Holistiplan.
Jul 2022 - Jun 2024
Team & coworkers
Colleagues at Carson Wealth
Other employees you can reach at carsonwealth.com. View company contacts for 134 employees →
NW
Nicki Wells
Colleague at Carson WealthBridgeport, Illinois, United States
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PH
Patrick Healy, Cfp®
Colleague at Carson WealthFranklin, Massachusetts, United States
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CM
Christy Moos
Colleague at Carson WealthPapillion, Nebraska, United States
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PK
Patrice Kennard
Colleague at Carson WealthAsheville, North Carolina, United States
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PM
Peggy Monahan
Colleague at Carson WealthOmaha, Nebraska, United States
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AR
Aimee Richards
Colleague at Carson WealthOmaha, Nebraska, United States
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CO
Chris Oppliger
Colleague at Carson WealthOmaha, Nebraska, United States
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AB
Ashley Brooks
Colleague at Carson WealthNapa, California, United States
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DS
Diane Stewart
Colleague at Carson WealthUnited States
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NF
Nate Fisher
Colleague at Carson WealthHanover, New Hampshire, United States
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Nicki Wells
Colleague at Carson WealthBridgeport, Illinois, United States
View →
PH
Patrick Healy, Cfp®
Colleague at Carson WealthFranklin, Massachusetts, United States
View →
CM
Christy Moos
Colleague at Carson WealthPapillion, Nebraska, United States
View →
PK
Patrice Kennard
Colleague at Carson WealthAsheville, North Carolina, United States
View →
PM
Peggy Monahan
Colleague at Carson WealthOmaha, Nebraska, United States
View →
AR
Aimee Richards
Colleague at Carson WealthOmaha, Nebraska, United States
View →
CO
Chris Oppliger
Colleague at Carson WealthOmaha, Nebraska, United States
View →
AB
Ashley Brooks
Colleague at Carson WealthNapa, California, United States
View →
DS
Diane Stewart
Colleague at Carson WealthUnited States
View →
NF
Nate Fisher
Colleague at Carson WealthHanover, New Hampshire, 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 Nicki Wells, Patrick Healy, Cfp®, Christy Moos, Patrice Kennard, and Peggy Monahan.
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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