Nicholas Conner

Background

About Nicholas Conner

I joined Raymond James in August 2022 as a Managing Director with Stone Manor Wealth Advisors. I am a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis my own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. In addition, I hold the Certified Plan Fiduciary Advisor (CPFA) designation. I graduated from Andrews University and earned a Bachelor's degree in Economics. I am a member of the Ann Arbor Flyers aviation club and support Operation Good Cheer and OU Cares, the Oakland University Center for Autism Research, Education and Support. My wife Heather and I have four children (Sara, Lindsey, Shaun and Jack) and we live in Novi, Michigan. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.