Connor Callahan, CFP®
Private Wealth Advisor, Senior Vice President
About
Connor has spent the past 13 years in the wealth management industry, building the expertise to deliver thoughtful planning, analysis, and attentive service to his clients. A Kansas City native and Rockhurst High School alumnus, he earned his BSBA in Finance and Banking from the University of Missouri–Columbia in 2012, where he was a member of the Sigma Chi Fraternity. Connor holds the CERTIFIED FINANCIAL PLANNER® certification and is dedicated to creating an empathetic, client-centered experience that helps clients feel confident in their financial lives. Outside the office, Connor values time with his family and pursues personal growth through his dedication to tennis, fitness, and reading.
Experience
FCS Private Wealth Management: Senior Wealth Analyst, Vice President 2022-2025
FCS Private Wealth Management: Wealth Analyst — 2020 – 2022
UBS Financial Services: Financial Advisor — 2014 – 2020
UBS Financial Services: Client Service Associate — 2012 – 2014
Education
Bachelor of Science in Business Administration - Finance, University of Missouri-Columbia, 2012
CFP® Certification Professional Education Program, College for Financial Planning, 2022
CERTIFIED FINANCIAL PLANNER® Certified Financial Planner Board of Standards, 2022
