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Katie Connors, AIF®, CFP®

Katie Connors, AIF®, CFP®

Katie Connors, AIF®, CFP®

Director of Wealth Management


Katie has been leading AVZ Wealth Management since it was formed in 1999. She is responsible for the firm’s strategy and overall office operations, while still working directly with her clients on their financial success. She is a CERTIFIED FINANCIAL PLANNER™ professional and has passed the FINRA Series 7, Series 63 and Series 65 licensing exams, as well as the New York State Life and Health Insurance license exam. She uses her experience and knowledge to build custom, holistic solutions for her clients. She earned her Bachelor of Business Administration in finance from Loyola University of Maryland in 1991.

Get to know Katie—

What inspired you to work in financial services?

I love working with people and helping them achieve their hopes and dreams. My job doesn’t feel like work when I enjoy what I do and who I get to work with so much!

What is your personal philosophy?

Provide the highest level of services and advice to my clients—even when that means telling them the truth they might not want to hear.

What are your hobbies and interests?

Family is my number one! I love spending time and traveling with my family. My husband, Gerry, and I have two children, Molly and Patrick. We also have a Chocolate Lab (Ginny) and a Yellow Lab (Finn). Patrick and I are working on attending games at all the MLB stadiums.

If you weren’t a financial advisor, what would your job be?

I’d definitely be a professional hockey referee.

What is your favorite meal?

A great cheeseburger at the first barbeque of the summer!

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to sell in the states of CA, CO, CT, FL, GA, IL, MA, MD, ME, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. This is not an offer to sell securities in any other state or jurisdiction.

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