Chad Conner Email & Phone Number
Vice President of Financial Planning @ River Birch Wealth Management
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Chad Conner Location
- Roanoke, VA, US
Chad Conner Work
- 2016 -now Vice President of Financial Planning @
- 2016 -2019 Vice President and Paraplanner @ Miller Capital Management
- 2016 -2016 Client Services Associate @ Miller Capital Management
- 2016 -2016 Vice President • Paraplanner @ Miller Walker & Associates
- 2015 -2016 Financial Services Team Associate @ Sage Creek Planning and Investments, an office of MetLife
- 2014 -2015 FSR @
- 2013 -2013 Risk Management Analysis Intern @
Chad Conner Education
- Hampden-Sydney College
Economics (Economics)
2010-2014
Chad Conner Skills
- Investments
- Wealth Management Services
- Wealth Accumulation
- Wealth Preservation Planning
- Wealth Transfer
- Financial Services
- Financial Advisory
- Investment Management
- Financial Planning
- Retirement Planning
- Wealth Management
- Marketing
- Customer Service
- Certified Financial Planner
Chad Conner Summary
- Chad Conner, based in Roanoke, VA, US, is currently a Vice President of Financial Planning at River Birch Wealth Management. Chad Conner brings experience from previous roles at Miller Capital Management, Miller Walker & Associates and Sage Creek Planning and Investments, an office of MetLife. Chad Conner holds a 2010 - 2014 Economics in Economics @ Hampden-Sydney College. With a robust skill set that includes Investments, Wealth Management Services, Wealth Accumulation, Wealth Preservation Planning, Wealth Transfer and more. Chad Conner has 2 emails and 2 mobile phone numbers on RocketReach.
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Top River Birch Wealth Management Employees
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