Financial Advisor in Marietta, Ohio & Surrounding Areas
Connor McCreary
Financial Advisor
Connor McCreary joined Hall Financial Advisors as a Relationship Manager in August of 2021. He successfully passed his Series 7 and Series 66 exams in 2022 and is now a financial advisor in Ohio.
The Series 7 and Series 66 exams are both licensing exams in the United States for individuals who want to work in the financial services industry, particularly in roles related to securities and investment. These exams are administered by the Financial Industry Regulatory Authority (FINRA) and are required for individuals who wish to become registered representatives or investment adviser representatives.
Connor is passionate about utilizing his teaching background to help his clients build financial knowledge and develop long-term relationships.
He shares some tips for helping to prepare your young adult child or new graduate for financial independence.
Ohio Financial Advisor's Educational Background
He attended Marietta College where he was a member of the Men’s Basketball Team and graduated in 2018 with a degree in Special Education.
Connor spent three years at Warren Middle School as an Intervention Specialist teaching 7th and 8th grade math. He also served as the middle school math department head.
Connor and his wife, Kenzi, a Therapeutic Behavior Specialist, live in Marietta, Ohio. As a first-degree black belt, Connor stays active by playing softball and basketball. He also trains for backpacking trips he enjoys twice a year on sections of the Appalachian Trail.
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Don't hesitate to reach out and take control of your financial future now. Your path to financial success begins with a simple conversation today!