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  2. Christopher Conner

Christopher Conner

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Christopher Conner
CFP®
Managing Director
Phone: 
352-225-3132
E-mail: 
chris@nfwealthadvisors.com

Book a Meeting with Christopher

During my 30 year career in financial services, I have learned the importance of developing a very clear understanding of my client’s needs and desires as it relates to financial matters. I do this through lengthy consultations with each of my client's so that I can focus my recommendations based on your financial goals and my perception of your personal risk tolerance.

Having gathered all pertinent information from my client, I create a financial plan tailored for your specific situation. I then, using the entire array of investments at my disposal as an independent financial planner, construct a portfolio for the individual. After reviewing the portfolio with my partner (also a CERTIFIED FINANCIAL PLANNER™) I present it to the client for approval. Only after the client and I agree on the investments do we put the plan into action. Our follow up meetings keep you focused on the long term nature of planning, not the near term gyrations of the financial markets.

In addition to my professional designation (CERTIFIED FINANCIAL PLANNER™), I have several securities licenses including: Series 24, General Securities Principal; Series 7, General Securities Representative; Series 63, Uniform Securities Agent State Law Exam; Series 65, Uniform Investment Advisor Law Exam. I also hold an Insurance License issued by the State of Florida for Life Insurance and Variable Annuities.

I am also very active in the community. Currently, I am the past President of Stop! Children’s Cancer and the past President of the North Central Florida Estate Planning Council. Additionally, I serve on the Community Foundation of North Central Florida, Professional Advisor Council. I have served on the Board of Directors of the Rotary Club of Gainesville, as a gubernatorial appointee for the Board of Directors of the Early Learning Coalition of Alachua County. I am a past member of the Board of Directors of Haile Plantation Golf and Country Club.

My wife, Nori, and I have three grown children.  We enjoy tennis, hiking in the Rocky Mountains and snow skiing.  I also make time for the frustration of the game of golf!

Please give me a call at 352-225-3132 or email chris@nfwealthadvisors.com and I'll do my best to help find your answer.

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Contact info

  •   2727 NW, 43rd Street, Suite 1, Gainesville, FL 32606
  •   352-225-3132
  •   chris@nfwealthadvisors.com

Securities offered through J.W. Cole Financial, Inc.  Member FINRA/SIPC.  Advisory Services offered through J.W. Cole Advisors, Inc.  North Florida Wealth Advisors is not affiliated with J.W. Cole Financial, Inc or J.W. Cole Advisors, Inc.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with North Florida Wealth Advisors are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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