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Connor B
Series 66
Burlington, VT
Northeast Planning Associates, Inc.
Connor Brisson is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2020. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and NorthCountry Federal Credit Union. In addition to his advisory work, he holds an insurance license and provides life, health, disability, long-term care, and fixed annuity products. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, emphasizing tailored, consultative planning and acting as a fiduciary for its clients.
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