Professional Summary
Professional Overview
Connor Gallivan is a seasoned Financial Advisor at Marathon Financial Group, LLC, leveraging his extensive experience in the financial services industry to provide comprehensive wealth management solutions to his clients. With a strong focus on personalized financial planning and investment portfolio optimization, Connor aims to help his clients achieve their long-term financial goals.
Experience Summary
Current Role
As a Financial Advisor at Marathon Financial Group, LLC, Connor is responsible for developing customized financial strategies, managing investment portfolios, and providing ongoing guidance and support to his clients. He works closely with individuals and families to understand their unique financial needs, risk profiles, and investment objectives, and then tailors his recommendations accordingly.
Career Progression
Prior to his current role, Connor served as a Financial Advisor at Sunstone Wealth Strategies, where he honed his skills in financial planning, investment management, and client relationship building. Before that, he held the positions of Associate Advisor Consultant and Regional Associate at Putnam Investments, where he gained valuable experience in investment research, portfolio analysis, and client service. Connor also completed an internship at State Street Global Advisors, further expanding his knowledge of the financial services industry.
Academic Background
Connor holds a Bachelor of Science degree in Finance from the University of Massachusetts Amherst, where he graduated with honors. His academic achievements and strong analytical skills have been instrumental in his professional development and ability to provide sophisticated financial solutions to his clients.
Areas of Expertise
- Comprehensive financial planning and wealth management
- Investment portfolio construction and optimization
- Retirement planning and income strategies
- Tax-efficient investment management
- Risk management and insurance planning
- Client relationship management and communication
Professional Impact
Throughout his career, Connor has demonstrated a commitment to delivering exceptional client service and driving positive outcomes for the individuals and families he serves. He has been recognized for his ability to navigate complex financial situations and his dedication to helping clients achieve their long-term financial objectives.
Conclusion
With his strong background in financial services, Connor Gallivan is well-positioned to continue making a meaningful impact as a Financial Advisor at Marathon Financial Group, LLC. His dedication to personalized financial planning, investment expertise, and client-centric approach make him a valuable asset to his clients and the financial services industry as a whole.
