Brette Connor CFP®

Directer of Operations

Brette Connor, CFP has over 20 years’ experience in the financial services industry.   Brette received a B.A. in Psychology from the University of Central Florida and received a Financial Planning Certificate from the Florida Institute of Technology.  Brette is a CFP Certificant and has previously held FINRA 7, 9, 10, 63 and 66 licenses.  Her experience as a portfolio consultant to Schwab Private Client is extensive, inclusive of client onboarding, research and analysis of investment vehicles, portfolio rebalancing, quality assurance, investment suitability and compliance.  In her spare time, she enjoys spending time with her two children and working as a silversmith.

Office: (212) 697 3930