Connor Leonard

Retirement Advisor, Retirement Counselor

Connor is a Retirement Advisor within the Employer Financial Services group and leads our Small Business Team. This includes working with Employers and Employees on a range of financial & retirement benefits including 401(k) Plans, 403(b) Plans, and Deferred Compensation Plans.

Connor previously served as a Senior Analyst and Retirement Counselor on our Employer Financial Services team. Behind the scenes, he has been deeply involved in preparing fiduciary reviews, conducting investment research, analyzing fund lineups, and helping shape the recommendations we bring to our retirement plan clients.

He has developed a strong technical foundation in retirement plan governance, investment oversight, and participant engagement. Just as importantly, he understands how we serve plan sponsors in a thoughtful, relationship-driven way.

Connor graduated from The Ohio State University with a B.S. in Business Administration with a Specialization in Economics and a minor in Music, Media, & Enterprise. Connor is a licensed Financial Advisor holding his Series 7 and Series 66 FINRA licenses.

Prior to moving back to Maine, Connor lived in Cincinnati and worked as an analyst in the CPG and Software Industries for 5 years before transitioning into the Financial Services Industry.

A Maine native, Connor enjoys snowboarding, golfing, and photography in his free time.