Our Team

Connor Merrigan

CFP®

Financial Advisor

[email protected] | 925.866.7800

Connor Merrigan joined Summit as a financial planner in 2018. With him, he brought a broad background in equity research from his previous work as a financial analyst. Since then, his motivation and passion has shifted from helping investment boards to helping individuals plan their financial independence.

 

A numbers guy at heart, Connor has a knack for sifting through financial data to create polished financial plans for Summit clients. This skill led him to join forces with Steve Wilcox in his established practice. Together, Connor and Steve will pursue a partnership dedicated to providing the utmost care and diligence to their clients.

 

Born and raised in the East Bay, Connor attended San Jose State University where he received a Bachelor of Science in Finance. He was heavily involved in the creation and management of the student-run Silicon Valley Aggressive Growth Fund. He holds the Series 7 and 66 securities registrations.

 

Connor currently resides in San Ramon. In his free time, when he’s not mountain biking, he enjoys hiking the many trails in our backyard and spending time on the golf course improving his drive.

 

Connor holds CA Insurance Lic. 2047127. Connor is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. TR# 3317410 DOFU 11/2020

 

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Check the background of this investment professional on FINRA BrokerCheck

 

  • Summit Financial Group, LLC All Rights Reserved

Summit Financial Group, LLC All Rights Reserved

2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

The Client Relationship Summary (or Form CRS) contains important information regarding products, services and fees. Click the icon to learn more.

 

Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.

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