We would like to extend our congratulations to our Vice President, Connor Dolan, for being named one of the Top Next-Generation Advisors by Forbes.

 

The 2018 Top Next-Generation Wealth Advisors List includes 1,000 young, talented advisors who represent the future of the wealth management industry. Each advisor was evaluated by SHOOK Research based upon in-person interviews, industry experience, compliance records, revenue produced, and assets under management.

 

Connor is 1 of only 18 financial advisors in the state of Connecticut that was recognized by Forbes.

 

To learn more about Forbes’ Top Next-Generation Wealth Advisors visit: https://www.forbes.com/top-next-gen-advisors/

 

 

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *