EXECUTIVES: Justin Connors,
MBA, Founder and CEO,
Wealth Advisor
Olivia Covey, Client Service Manager
Founded: 2002
LOCATION: Cocoa Beach, FL
For Connors Wealth Management founder and CEO Justin Connors, client and community service are both paramount to professional identity. “We serve at a very high level,” Connors explained, “and pride ourselves on being a relationship-based firm rather than one based on transactions. Our clients are truly like family to us.”
As independent financial advisors focused on pre-retirees and retirees, the Connors team focuses on helping clients establish sustainable retirement income, ensure a legacy for their children or grandchildren and support philanthropic work. This interest in community service extends to their business partnership with Marine Bank & Trust.
“What really drew us together was a similar mentality,” Connors said. “It’s a high level of touches and communication with the people we serve and a focus on giving back to the community. Our partnership enhances our existing
service options for our respective clients by providing a trusted resource that operates with a similar level of personalized care.”
