Merrill Lynch Financial Advisor Robert P. Connor

Merrill Lynch Financial Advisor Robert P. Connor is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Bo is dedicated to providing highly customized wealth management strategies and services to a select group of clients, focusing on tax-efficient investment planning, asset preservation, wealth transfer planning, and philanthropic planning. Bo's approach is built on the principles of stewardship, understanding clients' missions, investment discipline, and leadership. His team includes Wealth Management Client Associates and specialists in various areas of wealth management. Bo holds the Chartered Retirement Planning Counselor designation and is a qualified Portfolio Manager. He consistently achieves the Firm's Community Volunteer Honor Roll. Bo's mission is to understand his clients and help them achieve their financial goals. With Merrill Personal Wealth Analysis™, he can create personalized plans centered on clients' goals and priorities. By understanding clients' needs and priorities, Bo can provide comprehensive strategies to turn their financial goals into reality. Through ongoing conversations and assessments, Bo helps clients adapt their financial approach to reflect changes in their lives and goals. He believes that financial success is achieved through thoughtful analysis, personalized solutions, and clear communication. As a Merrill Lynch Wealth Management Advisor, Bo is committed to helping clients navigate the complexities of their financial journey.