Connor Wasson

Master of Business Administration (MBA)

Series 7 license, Series 63 license, Series 65 license*

Life, Accident and Health Insurance license

Connor began working at HB Retirement in 2018. He joined the company as an intern in 2018 and became a full-time employee in 2021. His areas of experience include support services for wealth management clients and assisting plan participants. He studied finance at the University of Tampa. Outside of work, Connor enjoys spending his time on the golf course. He is also a passionate Pittsburgh sports fan.

*Connor holds the Series 7 and 63 securities registrations with LPL Financial and the Series 65 with HB Retirement..