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
- Vice President of Financial Planning @ (February 2016 - Present)
- Vice President and Paraplanner @ Miller Capital Management (February 2016 - January 2019)
- Client Services Associate @ Miller Capital Management (February 2016 - June 2016)
- Vice President • Paraplanner @ Miller Walker & Associates (February 2016 - February 2016)
- Financial Services Team Associate @ Sage Creek Planning and Investments, an office of MetLife (June 2015 - February 2016)
- FSR @ (June 2014 - June 2015)
- Risk Management Analysis Intern @ (May 2013 - August 2013)
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 3 mobile phone numbers on RocketReach.
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Top River Birch Wealth Management Employees
Sam Hodges
Wealth Advisor
Roanoke, VA, US
Ashley Hodges
Administrative Assistant
Blue Ridge, VA, US
Erin Mills
Wealth Advisor
Roanoke, VA, US
Ashley Stidham
Wealth Advisor
Roanoke, VA, US
Chad Conner
Vice President of Financial Planning
Roanoke, VA, US
Larry Woods
Wealth Advisor
Roanoke, VA, US
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