Connor Heine, Cfp®, Cpfa®, Se Awma™
About Connor Heine, Cfp®, Cpfa®, Se Awma™
Connor Heine is a Vice President of Wealth Management at UBS, with a background in finance that includes nine years at Merrill Lynch. He holds the Certified Plan Fiduciary Advisor designation and maintains a strong connection to Providence College through his role on its Wall Street Advisory Council.
Work at UBS
Connor Heine serves as Vice President in Wealth Management at UBS, a position he has held since 2024. He works on-site in New York, United States. His role involves managing client relationships and providing financial advisory services, leveraging his extensive experience in the wealth management sector.
Previous Experience at Merrill Lynch
Prior to joining UBS, Connor Heine worked at Merrill Lynch Wealth Management as a Wealth Management Advisor and Vice President from 2015 to 2024. During his nine years at Merrill Lynch, he developed a strong foundation in wealth management and client advisory services, enhancing his professional expertise.
Education and Expertise
Connor Heine earned his Bachelor's Degree from Providence College, where he studied from 2005 to 2009. He also attended Fairfield Prep for his high school education from 2001 to 2005. He holds the Certified Plan Fiduciary Advisor designation, indicating his proficiency in fiduciary responsibilities and commitment to ethical financial practices.
Involvement with Providence College
Connor Heine maintains a close relationship with Providence College, where he is a member of the Wall Street Advisory Council. This involvement allows him to contribute to the college's initiatives and support its students, reflecting his commitment to his alma mater.
Personal Background
Raised in Fairfield, CT, Connor Heine was an active member of the Men's Basketball Team during his time at Providence College. He currently resides in New York with his wife and two daughters, balancing his family life with his professional responsibilities.