Kristy Brooks, Rhett Wilson, Olivia Covey and Michelle Pawling
Connors Wealth Management’s founder and CEO Justin Connors believes in hiring the best human capital he can find to deliver an exceptional client experience investors could not find elsewhere in Central Florida. “We have aligned our practice structure with Baron’s Hall of Fame Advisor Ron Carson* through the Peak Advisor Alliance to create an infrastructure that allows our advisors to plug into an incredibly robust value proposition, so they can focus on serving their clients at a much higher level, and grow their business as well. This structure is a win-win for the clients and the advisors who serve them,” said Justin.
Kristy Brooks creates custom tailored client events for each advisor and promotes the social and multi-media presence of the firm. Rhett Wilson coordinates an individualized wealth plan for each new client and presents the plan with the wealth advisor to the new prospective clients. Olivia Covey serves as the client service specialist handling any client needs related to their accounts. Michelle Pawling is the team leader and relationship manager, ensuring a seamless client experience throughout the year. She creates cohesion within the Connors Wealth practice, from wealth planning to the investment process, the client service and communication model, and the many client events held throughout the year to engage with our team. “Having a specialist in each business segment allows us to serve our clients at an incredibly high level while also having the ability to scale our practice. Many advisors are either not willing or not able to invest in a large team like we do. This goes hand in hand with focusing on our clients’ profitability more than our own,” said Justin.
To learn more about the Connors Wealth story, please call (321) 868-0732 or visit www.connorswealth.com. You can also download the Connors Wealth Management app for IOS or Android using keyword Connors Wealth.
101 N. Atlantic Ave. • Cocoa Beach, FL 32931
(321) 868-0732 • www.connorswealth.com
*October 20, 2014 Barron’s Magazine
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Connors Wealth Management, a registered investment advisor. Connors Wealth Management and Peak Advisor Alliance are separate entities from LPL Financial. Ron Carson is not affiliated with Connors Wealth Management.