Meet Our Team

At our firm, we have the client – and only the client – in mind.

Founder, CEO, Financial Advisor, Investment Advisor Representative, Chartered Retirement Planning Counselor (CRPC®), Series 66 Securities Registered, Life & Health Insurance Licensed, Securities Industry Exam Trainer.

As a seasoned steward of capital known for his high standards and integrity—“Present the facts”—Connor traded corporate financial advising to pursue his own vision: a state-of-the-art wealth management firm free of conflicts of interest to help clients achieve their financial goals by respecting and caring for them as people and truly placing the client’s interests first.

One of the few strategists who saw the rampant inflation crisis coming far in advance, he issued warnings about the market collapse and recession risk to clients to seek safe harbors. 

Prior to forming Graham Wealth Management, he served as a Private Wealth Consultant to conservative high net worth family-based investment and holding enterprises focused on cash-generative investing for long-term returns. He has worked as Financial Advisor, Financial Planning Specialist, Investment Analyst, and Branch Office Administrator with top Fortune 500® financial services firms. During his college years, he interned with leading Fortune 500® investment and bank holding firms.

A lifelong student of the profession, he counts among his mentors Financial Industry Regulatory Authority (FINRA) guru and industry legend Dean Tinney. Member of the National Society of Leadership and Success and an alumnus of the National Academy of Finance, Connor is active in training securities industry professionals preparing for their FINRA exams.

He is recipient of many awards, including for excellence in accounting and honors from Financial Executives International, the premier member organization for senior-level financial executives. One of the nation’s Top 50 public accounting, tax, and advisory firms recognized him among Empowered Leaders Inspiring Tomorrow’s Excellence (ELITE).

Connor earned an MBA specializing in investment management and economics from the Capella University School of Business and retains the Chartered Retirement Planning Counselor (CRPC®) professional designation. He holds a bachelor’s degree in accounting from Central Penn College where he graduated summa cum laude. In addition to membership in the national honors and service society Gamma Beta Phi, he served as Treasurer of the Student Government Association. With dozens of articles, blog posts, and videos to his credit, his writings include numerous research papers.

As a captain of the baseball team, he received All-America and Academic All-America honors. He competed internationally five times, twice as a member of the AAU USA Collegiate Team vs MLB Academy, Olympics, and pro teams in Europe. Undrafted in the MLB Draft, he accepted a contract with the Hannover Regents of the German Federal League as a player/coach before covid canceled the season. 

Graham Wealth Management is based at Panama City Beach, Fla., where Connor has deep family ties to the Emerald Coast and embraces life along its beautiful sugar sand shores. Time off is enjoyed following Florida State University Seminoles football, umpiring collegiate and youth baseball and softball, and working on the family ranch in the Florida Panhandle. He is a hockey and muscle car enthusiast and frequent beach-goer, and always looks forward to the get-togethers with his large extended family throughout Florida and many corners of the country.

Graham Wealth Management

FINANCIAL FREEDOM IS AVAILABLE TO THOSE WHO LEARN ABOUT IT AND WORK FOR IT.

CLIENT CENTERED

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.