Connor Phelps

Connor Phelps is private wealth manager within Merrill’s Private Wealth Management division. Connor works with ultra-high net worth clients to develop customized strategies addressing their wealth management goals. In addition to traditional wealth management topics, Connor enjoys tying family dynamics into the equation to help families define the purpose of their wealth. Prior to Merrill Lynch, he spent three years at WaFd Bank working with their commercial lending team where he served SME across the Pacific Northwest. Connor grew up in Seattle and currently lives in Pioneer Square. In his free time he enjoys golfing and surfing on the Washington coast.