Connor Hall in

Connor Hall

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Partner & Wealth Advisor: CFP®, ChFC®, RICP®, AEP®, CAP®, ChSNC® at Civic Financial
📍 Boston, Massachusetts, United States

Connor is a Partner at Civic Financial, where he advises business owners, investors, and executives. He also serves on the leadership team and runs the firms advisor growth program. He is a graduate of Union College and holds six professional designations, including CFP® and ChSNC®.

Outside of work, Connor is deeply involved with the Special Olympics of Massachusetts, a cause inspired by his brother-in-law. He and his wife Meg live in Boston and love staying active, with Connor always having a fitness competition or race on his calendar.

A unique fact: His passion for helping families is underscored by his specialized Chartered Special Needs Consultant (ChSNC®) designation.

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Experience
11 Years
Current Role
Partner & Wealth Advisor: CFP®, ChFC®, RICP®, AEP®, CAP®, ChSNC®
Location
Boston, Massachusetts, United States
Personality Overview

How Connor shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Connor cares about

Special Olympics
He is heavily involved with the Special Olympics of Massachusetts, frequently participating in and promoting their events. This cause is inspired by his brother-in-law, a Special Olympics athlete.
Financial Philanthropy
He holds the Chartered Advisor in Philanthropy (CAP®) designation, indicating a professional focus on helping clients with strategic charitable giving.
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Career

Work history

6-2015
Partner & Wealth Advisor: CFP®, ChFC®, RICP®, AEP®, CAP®, ChSNC®
Civic Financial
6-2015
Partner: CFP®, ChFC®, RICP®, AEP®, CAP®, ChSNC®
Civic Financial
6-2014 - 12-2015
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
Bachelor’s Degree
Union College
Education details unavailable
Lincoln Sudbury Regional High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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