Connor Coyle is a Wealth Advisor focused on helping clients meet the full range of their financial goals at every point of their lives. Connor works with individuals, families, foundations and companies using a comprehensive financial planning based approach, customizing investment solutions to achieve financial success.
Prior to becoming a Wealth Advisor, Connor served as a Vice President at Morgan Stanley where he assisted in the management of over 500 Private Wealth Advisors. Additionally, throughout his investment career, Connor has held multiple high profile positions, serving as a Fixed Income Analyst and a Corporate Financial Analyst for industry leading financial corporations. Connor’s comprehensive background in economics and capital markets has provided a strong foundation for advising clients.
Connor received his Bachelor of Arts degree in Economics from the University at Albany. He holds FINRA Series 7 and 66 Registrations, as well as the New York State Life Insurance Certification. He is licensed to provide wealth management services and advice in all fifty states and U.S. territories.
Connor lives in Blauvelt, New York with his wife Amy. He serves on the board of Operation Homefront, a non-profit organization supporting military families. Connor enjoys spending time with his wife and four younger siblings, running and hiking.