Connor SecoraConnor SecoraClient Associate
About Connor
Connor Secora is a Client Associate at J.P. Morgan Wealth Management.
Connor provides diligent administrative support and attentive service to wealthy individuals and successful professionals, helping them streamline multiple facets of their financial lives. As a key contributor to team operations, Connor holds a number of responsibilities, including account onboarding, inquiry resolution, wire transfers, asset movement, and IRA distributions. He also facilitates meeting preparation and provides technology support to clients, allowing them to stay closely apprised of their progress toward their financial goals.
Committed to the clients he serves, Connor forges natural relationships with individuals and families, displaying a genuine enthusiasm for making clients' lives simpler and better. An Eagle Scout, he appreciates the value of preparedness and applies that principle to his work, anticipating client needs and following through on client requests with thoroughness and reliability.
Connor began his wealth management career in 2021 as a Client Service Associate with First Republic Bank before moving to J.P. Morgan Wealth Management with his team in 2023. He earned his B.S. in Finance and Marketing from Fairfield University, where he was a member of the cross-country team. He holds FINRA Series 7, 66, and life insurance licenses and has successfully completed the Securities Industry Essentials® (SIE®) Exam.
Originally from Wyckoff, New Jersey, Connor is an avid New York Mets and New York Jets fan. He also enjoys watching college football and basketball. Outside the office, he stays fit by going on distance runs.
Insights
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November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now