Sydney Conner

Sydney collaborates with our financial advisors to review clients' portfolios, evaluate retirement needs, and help our advisors provide comprehensive financial guidance.

She is always eager to learn and enhance their knowledge in the financial planning field. Sydney brings a passion for simplifying complex investment options and helping clients achieve their financial goals.

Sydney holds a Bachelor of Business Administration in Finance from Francis Marion University and is licensed with Series 7 and 66 certifications. Previously, Sydney worked for Fidelity Investments in Durham, NC as a phone-based advisor, addressing clients' immediate financial concerns and guiding them towards sound investment strategies.

A native of Florence, Sydney resides in Florence with her husband, Michael, and their two rescue dogs, Ranger and Blue. In her free time, Sydney enjoys traveling and spending quality time with family and friends.