Connor Ossorio

Financial Advisor

Professional Overview

Connor Ossorio is a seasoned Financial Advisor with extensive expertise in holistic wealth management and financial planning. As a Financial Advisor at Elevate Financial Planning and Wealth Management, he is responsible for providing comprehensive financial guidance and tailored investment strategies to help clients achieve their short-term and long-term financial goals.

Experience Summary

Current Role

Connor has been a Financial Advisor at Elevate Financial Planning and Wealth Management since January 2024. In this role, he works closely with a diverse clientele, leveraging his deep understanding of investment markets, tax implications, and comprehensive financial planning to help clients make informed decisions and navigate the complexities of their financial landscape. Connor's ability to analyze client needs, develop customized financial plans, and implement effective investment strategies has earned him a reputation as a trusted advisor within the firm.

Career Progression

Prior to his current role, Connor gained valuable industry experience as a Field Maintenance professional at West Bay Country Club from May 2017 to October 2017. This position provided him with a strong foundation in customer service, attention to detail, and the importance of delivering exceptional client experiences.

Academic Background

Connor holds a Bachelor's degree in Finance from the University of Florida, where he graduated with honors. His specialized coursework in investment management, financial analysis, and portfolio optimization prepared him for his career in the financial services industry.

Areas of Expertise

• Comprehensive financial planning

• Investment portfolio management

• Wealth preservation and growth strategies

• Retirement planning and income distribution

• Tax optimization and estate planning

• Risk management and insurance solutions

Professional Impact

Throughout his career, Connor has demonstrated a commitment to delivering measurable results for his clients. He has successfully guided numerous clients through complex financial decisions, helping them achieve their long-term financial goals while navigating market fluctuations and changing economic conditions.

Conclusion

With his extensive knowledge, analytical acumen, and unwavering dedication to client success, Connor Ossorio is a valuable asset to the Elevate Financial Planning and Wealth Management team. He is poised to continue making a meaningful impact in the financial services industry, helping clients secure their financial futures through personalized, data-driven strategies.