Connor Joy
Advisor at Fidelity — Tampa, FL Bayport Dr
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 63, Series 65
Experience Industry experience
4 years
Location
Tampa, FL 33607-8402
Fidelity
Institution
Connor Joy is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial roadmaps and comprehensive plans. His approach emphasizes understanding clients' priorities related to their goals, family, and investments, utilizing Fidelity's resources to create personalized strategies.
Connor has held several roles within Fidelity Investments, including Relationship Manager and Financial Representative, reflecting his progression in the financial services field. Prior to joining Fidelity, he worked as an Investment Planner at Florida Financial Advisors and began his career as a Teller at Freedom Credit Union.
Outside of his professional work, Connor engages in fitness activities such as golf, running, skiing, and enjoys watching movies.
Based on Fidelity
Tampa, FL Bayport Dr
3000 Bayport Dr, Ste 800
Tampa FL 33607-8402
Advisors at this office
50
Florida · Texas
4 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Investments
2023 - Present • 3 years
Tampa, FL
Trinity Wealth Securities, LLC
2022 - 2023 • 1 year
Tampa, FL
Florida Financial Advisors
2021 - 2023 • 2 years
Tampa, FL
Syracuse University
2020 - 2021 • 1 year
Syracuse, NY
Moretti and Sons Landscaping
2020 - 2020 • 1 year
Northfield, MA
Freedom Credit Union
2019 - 2021 • 2 years
Montague, MA
Syracuse University
2018 - 2021 • 3 years
Syracuse, NY
Worcester State University
2017 - 2018 • 1 year
Worcester, MA
Town of Greenfield
2017 - 2017 • 1 year
Greenfield, MA
Denny's Pantry
2015 - 2017 • 2 years
Greenfield, MA
Greenfield Public Schools
2003 - 2017 • 14 years
Greenfield, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")