Our Team

Connor Merrigan

Financial Planning Associate

Connor joined our planning team in 2018. A numbers guy at heart, Connor has a knack for sifting through financial data to create polished financial plans for our clients. He brings with him a broad background in equity research from his previous work as a financial analyst. He also brings along a strong understanding of small business planning gained from years of working for his father’s general contracting company. Since then, his motivation has shifted from helping investment boards to helping Summit clients plan their financial independence.


Born and raised in the East Bay, Connor attended San Jose State University where he received a Bachelor of Science in Finance. He holds the Series 7 and 66 securities registrations.


Connor currently resides in Pleasanton. On the weekends, he enjoys mountain biking, hiking the many trails in our backyard, and spending time on the golf course improving his drive.  

Connor is a registered representative and investment advisor representative of Securian Financial Services, Inc. TR#2188988 DOFU 7/18

Check the background of this investment professional on FINRA BrokerCheck


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