Wealth management and financial planning; for individuals and businesses.
Wealth management and financial planning; for individuals and businesses.
Jay Conner
Financial Advisor
MBA, AIF
502.882.4608
Jay Conner serves as a Financial Advisor with Meritrust Wealth Management.
He joined the team in February 2006, after beginning his career with American Express Financial Advisors (now Ameriprise) in 2002. Jay specializes in Evidence-Based Investing, Retirement Plan Services, Financial Planning, and Charitable Strategies. He works with companies to determine their retirement plan needs and creates solutions to serve the organization and their employees. He also works to create financial and estate plans for individuals and families, many of whom want to create a charitable legacy plan. He lives with his family in Jeffersonville, IN.
Disclosure
Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.
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