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Connor Tomlinson

Connor Tomlinson

Wealth Management Associate | Investment Analyst

Connor brings a wealth of experience to Guided Capital Wealth Management, having spent the past six years as a team lead at a prominent asset management firm. His career began as a client service representative, where his dedication and exceptional client service skills quickly earned him a promotion to Team Lead.

In his new role as a Wealth Management Associate at Guided Capital, Connor is committed to providing comprehensive support in financial planning, investment management, and retirement plan investment analytics. His passion for building strong relationships with clients and understanding their unique needs drives his approach to helping them achieve their financial goals.

Connor earned his Bachelor of Arts in Accounting and Finance from Oklahoma State University in 2018. Outside of work, he enjoys spending time with his college sweetheart and their beloved son. An avid sports enthusiast, Connor is particularly fond of golf, and he also enjoys traveling and listening to country music.