Conner Teahan
Advisor at Merrill — Kansas City, MO 4801 Main St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
13 years
Location
Kansas City, MO 64112
Merrill
Institution
Conner Teahan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He utilizes a methodical approach to wealth management that considers various factors including balance sheets, risk tolerance, family dynamics, personal priorities, long-term aspirations, and changing fiscal conditions. This comprehensive analysis enables him to collaborate with clients in developing personalized financial strategies. His expertise covers corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income.
Mr. Teahan holds a Bachelor's Degree from the University of Kansas. He has earned multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has received national recognition, being named to Forbes' "Best in State Wealth Advisors" list from 2019 to 2021 and as one of "America's Top Next-Generation Wealth Advisors" from 2018 to 2021.
Outside of his professional work, Mr. Teahan enjoys basketball, cooking, golfing, reading, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Kansas City, MO 4801 Main St
4801 Main St
Kansas City MO 64112
Advisors at this office
34
Missouri · Texas
13 years of industry experience
Bank Of America, N.a.
2013 - Present • 13 years
Kansas City, MO
Merrill
2012 - Present • 14 years
Kansas City, MO
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