Connor Gillis, CFP^®, CRPC^®

Designations and Licenses

Connor is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor℠.

Experience and Education

Connor supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Prior to joining Mariner, Connor was a wealth management analyst at Rockefeller Global Family Office. Before that, he was a wealth management specialist at Merrill Lynch.

Connor holds a bachelor’s degree in finance from Grand Valley State University.

Personal Interests

Away from the office, Connor enjoys volunteering at his church. He’s an avid golfer, Detroit Lions fan and former high school lacrosse coach. He’s also the president of the Young Alumni Council at Grand Valley State University.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.