CConnor Smith's
email & phone
Opt-OutCurrent Position:
Financial Advisor at Juncture Wealth Strategies, LLCExperience:
12 yearsLocation:
Lancaster, OhioHow to contact Connor Smith
Last updated:2025-08-17
**@juncturewealth.com
+1-480-***-**73
Work Experience
Financial Advisor at
Juncture Wealth Strategies, LLC
Jun 2017 - Current
Associate Financial Advisor at
Kasch, Levitch, McAleer & Associates, a private wealth advisory practice of Ameriprise Financial
Jul 2016 - Jun 2017
Paraplanner at
Kasch, Levitch, McAleer & Associates
Aug 2015 - Jul 2016
Summer Intern at
Juncture Wealth Strategies, LLC
Jun 2014 - Aug 2014
CSR at
Peoples Bank
Jan 2013 - Jan 2014
Education
Bachelor of Business Administration (BBA) at Ohio University
Ashland University
Frequently Asked Questions
How long has Connor Smith been working as a Financial Advisor?
Connor Smith's total experience in various companies as a Financial Advisor 8 years 3 months.What is Connor Smith's minimum period of employment in the companies?
Connor Smith's minimum period of employment in various companies is 2 months.What is Connor Smith's average duration of employment for different companies?
On average, Connor Smith works for one company for 9 monthsWhat industries has Connor Smith worked in?
Connor Smith works in the Investment Management.What positions has Connor Smith held before?
Previously, Connor Smith worked as a Associate Financial Advisor, and Paraplanner, and Summer Intern, and CSR.How do I contact Connor Smith?
Connor Smith's email address is **@juncturewealth.com, phone number is +1-480-***-**73. Sign up to get contact details.Who are Connor Smith's peers at other companies?
Connor Smith's peers at other companies are Brooke Cooper and Luciano Martinez and JIGNESH PATELNot the Connor Smith you were looking for?
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