Connor Townsend, CHFC®, CLU®, CLTC®, FSCP®, LACP, WMCP® in

Connor Townsend, CHFC®, CLU®, CLTC®, FSCP®, LACP, WMCP®

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Vice President at BNI- Business Connections Chapter
📍 Andover, Massachusetts, United States

Connor is a Financial Adviser with Eagle Strategies and New York Life, specializing in helping individuals and business owners create and preserve wealth. A graduate of Westfield State University and a Chartered Life Underwriter (CLU), he is described by colleagues as hard-working, coachable, and an exceptional teammate.

Outside of finance, Connor has a significant passion for soccer. He played as a forward for his university team and has experience as a specialized one-on-one soccer trainer. He is also actively involved in his local business community as the Vice President of his BNI chapter.

Unique fact: Connor holds a US “F” coaching license for soccer, demonstrating a high level of dedication to the sport.

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Experience
7 Years
Current Role
Vice President
Location
Andover, Massachusetts, United States
Personality Overview

How Connor shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Connor cares about

Wealth Preservation
His professional headline and introduction emphasize helping clients to create, build, and preserve wealth through comprehensive financial strategies.
Retirement Planning
He focuses on creating lifetime income strategies and helping clients understand their financial needs for a secure retirement.
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Career

Work history

8-2020 - 10-2022
Vice President
BNI- Business Connections Chapter
12-2019
Financial Adviser
Eagle Strategies, LLC
9-2018
Financial Services Professional
NYLIFE Securities LLC
8-2018 - 6-2019
Soccer Coach
New England Futbol Club (NEFC)
5-2018
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
1-2021 - 12-2026
CLU
The American College of Financial Services
2014 - 2018
Bachelor of Arts - BA
Westfield State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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