Conner RoodConner RoodWealth Advisor
About Conner
Conner Rood is a Wealth Advisor at J.P. Morgan Wealth Management.
As a key member of The Gordon Young Group, Conner works with high net worth individuals, families, and their foundations with a focus on exemplary customer service and delivering wealth management advice unique to each client situation.
Key ingredients to Conner's success is his ability to be adaptable, supportive, and open-minded. He takes a detail oriented approach to best assist others in achieving their financial goals. Conner utilizes the capabilities and experience of his team, and various firm specialists to provide guidance and suitable recommendations for his clients.
A proud graduate of Hamilton College, Conner earned a B.A. in Economics with a minor in Government. At Hamilton, he was the Captain of the Men's Basketball team, and brings with him a team centered mindset to his work with The Gordon Young Group.
Conner joined J.P. Morgan in 2023, drawn to the firm's industry-leading reputation and breadth of knowledge and resources. Conner leverages the full strength of the firm to deliver best in class service for his clients. Inspired by the relationship cultivated between his family and their financial adviser, Conner is motivated to work hard to replicate the same rewarding and personal relationships with his clients.
As a native of Austin Texas, Conner enjoys heading back to visit with his family and to spend time on the lake. In his spare time, Conner continues to play basketball, explores new restaurants and activities across Houston, and volunteer at the Houston Livestock Show and Rodeo.
Insights
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read NowAll eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read NowAI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowManaging stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read NowHow do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read NowIncentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowWhat is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowBusiness succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowThe next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now