Conner McGee

Conner McGee, CFA, CFP®, is a Managing Director and Financial Advisor with The McGee & Ennis Group at Morgan Stanley, where they integrate trust services, insurance planning, and estate strategies into financial plans for a team managing over $2 billion in assets. Starting their career as a UBS Wealth Management Associate, Conner progressed through various roles at UBS and New York Life Insurance Company, where they managed significant client assets and led product innovation. Conner graduated from Dartmouth College in 2002 with a BA in Economics and has earned several professional designations, including Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER®.