Conner McGee

Conner McGee is a Financial Advisor and partner in a wealth management team at Morgan Stanley. Conner is responsible for integrating trust, insurance and estate planning strategies into client financial plans. In so doing he helps high net worth individuals and families mitigate the impact of taxes on wealth accumulation and distribution. Conner began his career as a UBS Wealth Management Associate with emphasis in advanced financial planning, municipal bonds and portfolio allocation strategy. He subsequently joined a UBS Private Wealth Management group and led the team’s trust, insurance and estate planning efforts. More recently, Conner was a Vice-President and Executive Officer at New York Life Insurance Company. He held numerous management positions at New York Life, including oversight of the investment management programs for its wealth management business. In this capacity, Conner had responsibility for $4 billion in client assets and conducted investment manager due diligence as a member of the firm’s investment management committee. Conner also managed the strategy, competition and marketing areas of New York Life’s life and long-term care insurance businesses. In 2015 Conner joined a wealth management group at Morgan Stanley.

Conner attended high school at St. Paul’s School in Concord, NH and graduated from Dartmouth College in 2002 with a BA in Economics. While at Dartmouth, Conner played defensive tackle for the varsity football team and performed as a member of the Dartmouth Cords, an a cappella singing group. He has earned the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) designations, is a member of the New York Society of Security Analysts and a non-CPA member of the American Institute of Certified Public Accountants. He holds the series 3, 7 and 66 securities licenses.

Conner volunteers as a teacher and board member for Cents Ability, a non-profit organization that provides free financial literacy workshops to New York City teenagers. Born and raised in Vermont, Conner now lives in New York City. You may find him in the early morning hours running through Central Park with his two labradoodles, Chester and Bailey, or curled up on the couch with his wife and three young children for an afternoon viewing of “Peppa Pig".