Open to opportunities

Connor Chiulli

@connorchiulli

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Experienced financial planner dedicated to optimizing client investment strategies.

United States

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What I'm looking for

I am seeking a role that allows me to leverage my financial expertise while fostering client relationships and driving growth.

I am a dedicated financial planner with a strong background in evaluating clients' financial statuses to create tailored investment strategies. My experience spans several roles in the financial sector, where I have successfully managed substantial assets and developed customized financial plans that align with clients' retirement goals.

At Shepherd Wealth Group, I managed a book of $20 million in assets, advising both personal and business owner clientele on the risks and benefits of various investment products. My commitment to client satisfaction is reflected in my ongoing communication and support, ensuring that clients feel informed and confident in their financial decisions.

With a Bachelor of Business Administration in Finance from Roanoke College and a GPA of 3.96, I have a solid academic foundation that complements my practical experience. I am passionate about helping clients navigate the complexities of financial planning and am always looking for innovative ways to enhance their financial well-being.

Experience

Work history, roles, and key accomplishments

Financial Planner

Wall Street Alliance Group

Apr 2025 - May 2025 (1 month)

Evaluated the financial status of clients to determine optimal investment strategies for retirement goals. Performed portfolio critiques and recommended improvements to current allocations. Assisted in developing customized financial plans tailored to clients' financial situations and objectives.

Portfolio Management Financial Planning Retirement Planning Financial Analysis Microsoft Excel Morningstar Advisor Workstation

Financial Advisor, Advanced Planning Consultant

Shepherd Wealth Group

Sep 2021 - Apr 2025 (3 years 7 months)

Managed a $20M asset book for personal and business owner clients, advising on investment and insurance products. Designed and implemented custom qualified plan designs for business owners, maintaining client satisfaction through ongoing communication. Maintained a full understanding of current ERISA regulations and performed annual valuation reports for ERISA qualified plans.

Asset Management ERISA Client Relationship Management Tax Planning

Financial Representative, Agent

Integrity Advisors Pension Consultants, Inc

Sep 2020 - Sep 2021 (1 year)

Aided in account processing and ongoing client communication. Assisted in organizing and designing custom qualified plans for self-employed and business owner clients. Provided tax-efficient strategies to significantly reduce annual personal/business income tax exposure.

Account Processing Client Communication Tax Strategy Income Tax Reduction Financial Reporting

Financial Representative

Northwestern Mutual

May 2020 - Oct 2020 (5 months)

Deployed effective risk management strategies to preserve client assets during volatile economic periods. Gained understanding and experience on joint work cases with other advisors. Provided clients with risk management and insurance solutions to integrate into their overall retirement portfolios.

Risk Management Client Communication Asset Preservation

Wealth Management Intern

Morgan Stanley

Sep 2018 - Dec 2018 (3 months)

Gained understanding of Mutual Fund analysis and assisted with reallocation of client assets from orphan funds. Assisted in the organization of new clients’ assets and developed an in-depth understanding of proper client communication.

Mutual Fund Analysis Client Communication Wealth Management Data Management Microsoft Excel

Education

Degrees, certifications, and relevant coursework

Roanoke College

Bachelor of Business Administration, Finance

Grade: 3.96 / 4.0

Activities and societies: Varsity Baseball, Student Athlete Advisory Committee Member, Alpha Lambda Delta Member, Alpha Chi Member

Graduated with a Bachelor of Business Administration, concentrating in Finance. Achieved a GPA of 3.96 / 4.0 and was consistently on the Dean's List from 2016-2020.