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Connor Financial GroupAn Independent Firm
About Us
Since 1977, Victor has guided seniors and affluent families with specialized training, professional skills, uncommon empathy and the vision to help meet their special needs. His team at Raymond James specializes in the needs of individuals and affluent families. Experienced in portfolio management, Victor has the knowledge and integrity to help you and your family meet your goals. In addition to numerous industry exams and professional training, Victor is Vice Presidnet and Chairman of the Equestrian Committee of the Wellington Chamber of Commerce and deeply involved with the equestrian industry in Wellington, FL. as Past President of the South Florida Hunter Jumper Association, Past President of the Palm Beach County Horseman’s Association, and Past President of the Palm Beach County Horse Industry Council.
Karen has been in the Financial Services industry since 1987 and serves as Financial Advisor and specializes in Fixed Income. Karen takes care of the fixed income portion of the portfolio and together with Victor, works to ensure smooth and efficient portfolio management. Originally from Queens NY, Karen is a cancer survivor and volunteers with the Alzheimer’s Association as well. Karen began her industry experience with Connor Financial in 1987 and today is a vital part of the organization.
After raising a family, Peggy decided she wanted to pursue a lifelong interest and started work on Wall Street in 1987 and became a Financial Advisor in 1992. Now living in Atlantis, Peggy enjoys working with families and advises multiple generations. She is active in fund raising for children’s issues, the Ladies Guild, the Lake Worth Rotary and the Palm Beach Catholic diocese.
With more than 15 years experience in the financial services industry, Kerry Hoffman possesses the broad expertise to help make important investment decisions seem effortless. His professionalism is coupled with an uncommon commitment to building strong, lasting partnerships with his clients.
Offering a wide range of investment solutions, Kerry specializes in helping accumulate and preserve wealth for retirement. “I strive to provide both top-flight investments in quality advice, allowing my clients to potentially meet – or exceed – their individual retirement goals," he says.
Kerry holds a bachelor’s degree in Business Economics from the State University of New York at Oneonta. Prior to graduation, he earned his insurance licenses and successfully managed an Allstate Insurance office. Following college, he worked at some of Wall Street's most respected brokerage firms. During this time, he learned to use a wide variety of investment alternatives and services to help meet the needs of his growing number of clients.
Born and raised in New York, Kerry relocated to Florida 12 years ago to be closer to his family. He currently lives in Boca Raton with his wife, Kimberly, and three daughters. Heavily involved in this community, he holds memberships in several charitable organizations.
For a partner who wants to help you achieve your financial dreams, please contact Kerry for appointment today.
Adrienne Rowles specializes in advising successful individuals and their families in building, preserving and transferring wealth. Because each client is different, Adrienne will take the time to understand your unique investment objectives and risk tolerance, and then she will design an appropriate portfolio to help balance risk, growth and income.
In addition, she believes in clear and frequent communication in order to keep your portfolio on target to help meet your investment objectives. With more than 20 years of experience in the financial services industry, Adrienne has served as president of Rowles Mortgage Services, Inc. in Boston, which she founded in1987. She began her career as a financial advisor with Morgan Stanley Dean Witter. She was offered a position as Vice President of Investments at Wachovia Securities, LLC, in Palm Beach FL, where she was affiliated with the Wealth Management Division. Adrienne received annual Platinum Level recognition from Wachovia which was based upon reaching certain production targets in their mutual fund family, Evergreen Investments, for each year at the firm.
In 2004, Adrienne earned a certificate of completion for the Certified Financial Planner course offered at Gulf Coast University, Naples, FL. She also has earned the Certified Financial Divorce Planner designation. Now with her own practice at Raymond James Financial Services, Adrienne is able to offer her clients more advanced investment advisory services than ever before. Adrienne is a graduate of the University of New Hampshire, where she earned a bachelor’s degree in psychology. She currently lives in Wellington, FL on her horse farm, Black Swan Stables.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Vince is often contacted by family attorneys, accountants and business consultants who want the best for their clients. Vince is a man of many different experiences and interests. As an ex-Marine Corps Officer awarded the Bronze Star for service in Vietnam, Vince received his MBA from Temple University. Vince has worked in the financial service industry for 30 years, advising investors and managing fellow advisors as well. An avid golfer, he tries to get on the golf course as much as possible and admits to a "love/hate" relationship with the game.
As a CERTIFIED FINANCIAL PLANNER™, Martha works to provide her clients with balanced, conservative portfolios. Martha is a very active tennis player with her home base at the Lighthouse Point Yacht and Racquet Club.
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© 2011 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice
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CFP® | CERTIFIED FINANCIAL PLANNER™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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