Roger McConnell
Financial Advisor
roger.mcconnell@raymondjames.com
Roger is a 30-year resident of the Lompoc Valley, although he still has deep roots in Eugene, Oregon, where he grew up, graduated from the University of Oregon and met his wife, Virginia. Prior to his tenure with Stillman Capital Group, he had significant financial and business management experience through his role as vice president of his family’s multimillion dollar restaurant businesses.
As an independent professional advisor, he can offer you a personalized strategy, not a generic investment program. Your individual portfolio will be based upon your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Roger’s approach to investing is straightforward. He focuses on becoming your partner in building the future you desire. As you work together, he will thoroughly explain the investment strategies he recommends, so that you’ll be fully comfortable with all aspects of your investment program. In short, Roger will communicate with you during volatile times as well as when the economy is running smoothly.
Roger brings with him a long history of community involvement, including four terms as an elected trustee of the Lompoc Valley Medical Center; past chair of the Lompoc affiliate of the Santa Barbara Foundation; treasurer of the Foodbank of Santa Barbara County; three terms as board member of his church; and more than 10 years of coaching various youth sports.
Roger and Virginia have two children, and both attended Cabrillo High School. Kelsey graduated from UCLA and is the programming department coordinator at Classical KUSC Radio. She writes online and on-air material promoting KUSC membership and programs. Kirk graduated from Stanford University and is currently pursuing an MBA in health policy at The Wharton School. Virginia, a retired kindergarten teacher, is a private tutor for students with a variety of academic needs.