Client Planning Associate, Private Client Group
Connie joined the Clearstead Private Client Group in 2022. As a Client Planning Associate, Connie provides analytical support in all aspects of tax and financial planning services for high-net-worth clients and estates.
Prior to joining Clearstead, Connie worked in the Banking Industry for 25 years. She has 17 years’ experience in Wealth Management, specifically Estate Settlement and Trust Administration as a Senior Trust Specialist with PNC Bank, KeyBank, and The Private Trust Company. Connie has a BS in Accounting and graduated Magna Cum Laude from Myers College.
Find Your Clarity
Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.