Connor Buck, CFP®
Wealth Planning Associate
As a Wealth Planning Associate, Connor takes a client-first, detail-oriented approach, supporting advisors by streamlining processes and delivering a high standard of service to clients. Additionally, he manages tasks such as opening accounts, trading, moving funds, processing account maintenance requests, and assisting with the onboarding of new clients.
Before joining Seventy2 Capital, Connor spent 4 years working in wealth management at Heritage Financial Consult as a Client Relationship Manager. Connor earned his bachelor’s degree in Business Administration with a concentration in Financial Planning. He also earned the Certified Financial Planner® designation to expand his capabilities in order to assist clients. Outside of work, Connor enjoys staying active through fitness, snowboarding, and kiteboarding.
Location: Hunt Valley