Justin Connors, Founder & CEO, Financial Advisor
James Caldwell, Relationship Manager, Financial Advisor
Bill Penn, Chairman & CEO of Marine Bank
Born and raised in Cocoa Beach, Justin Connors has called Brevard County home for over 40 years and has been advising investors since 1998. Although he began his career with larger Wall Street firms, his belief that the Independent Advisor is able to provide unbiased, transparent advice inspired him to found Connors Wealth Management in 2002. Using LPL Financial as broker/dealer and Independent Financial Partners as Registered Investment Advisor, Connors Wealth has not sacrificed size or resources for independence. Independent Financial Partners is one of the largest groups at LPL with over 500 advisors, and was named Forbes Top 50 Wealth Managers* and Top 10 fastest growing RIA’s by REP Magazine**.
Each new relationship begins by creating a comprehensive Wealth Plan which identifies the household’s financial goals and the amount of risk they are willing to take. Connors Wealth provides financial planning and utilizes individual equities with high dividends, cutting out the high costs of many traditional investments. They also limit their advisors to 100 households in order to deliver an exceptional client experience, including Quarterly Reviews, 30-day updates, Weekly Market Commentary, and several events throughout the year. “We want our clients to feel like a part of our Connors Wealth family, and believe that the deeper the relationship, the better we can serve them, and the more successful we will both be.”
Connors Wealth recently added a third strategic relationship as the Exclusive Wealth Advisor for Marine Bank and Trust of Vero Beach, allowing bank clients access to financial planning and investment services, while giving Connors Wealth clients access to bankers that can help manage the debt side of their balance sheet. Marine Bank offers real estate lending, business loans, and refinancing, and clients may even be able to use their investment accounts as collateral for lower down payments on loans. Financial services veteran James Caldwell is the Wealth Advisor for Connors Wealth Management at this location. Bill Penny, chairman and CEO of Marine Bank praises this partnership, saying, “Because of this relationship, we are considering expanding into Brevard County in the near future. We feel there will always be a market for sound financial guidance backed by a solid process and excellent client service, and that is what we can offer through our partnership with Connors Wealth Management.”
If you would like to learn more about Justin Connors and the Connors Wealth Team, please call (321) 868-0732 or visit ConnorsWealth.com.
Cocoa Beach: (321) 868-0732 • Viera: (321) 241-4000 • Vero Beach: (772) 231-8242
*Forbes award is based on IFP’s growth in total assets under management as reported March 31, 2011 through March 31, 2013.
**2013 Rep Magazine award is based upon total assets under management.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor and separate entity from LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. Marine Bank and Trust and Connors Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Also add the following disclosures.
-Not FDIC Insured -Not Bank Guaranteed -May Lose Value -Not Insured by any Federal Government Agency -Not a Bank Deposit