Nicholas S. Conner, CFP®, CIMA®, CPFA

Nicholas Conner,

CFP®, CIMA®, CPFA Managing Director

Nick works to deliver confidence and strength to the financial lives of his clients and their families by helping to pursue both successful retirement and the transfer of their wealth from one generation to the next. He strives for success through the application of wisdom, perspective and careful strategic planning to all facets of his work.

He helps clients with their financial lives, with an emphasis on retirement plans and investment strategy overview. Nick is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, signifying that he has met rigorous education, training and ethical standards and is committed to serving his clients’ best interests. Nick also holds the Certified Plan Fiduciary Advisor designation, having demonstrated his knowledge, expertise and commitment to working with retirement plans and retirement plan fiduciaries. Additionally, Nick earned the Certified Investment Management AnalystSM designation, which represents his commitment to best practices, advanced investment management and portfolio construction.

These distinctions bolster a bachelor’s degree in economics from Andrews University.

As a 26-year veteran of the financial services industry, Nick has described his motivation for continuing his successful career by stating, “I like dealing with successful people, and I like helping people strive for success.”

Being an avid golfer and member of the Meadowbrook Country Club in Northville, Michigan, Nick has a keen interest in representing and fulfilling the financial needs of professional golfers. He is also an active member of his church and a licensed pilot. During the holidays, Nick combines both of those passions through his participation in Operation Good Cheer, which delivers Christmas presents across Michigan by airplane.

Nick resides in Novi with his wife, Heather, and their children, Sara, Lindsey, Shaun and Jack.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing

Contact

248.697.3335 | nicholas.conner@raymondjames.com