William J. Conn, CFP®

William Conn has 35+ years of experience in the financial industry. He is a Certified Financial Planner working with families to advise on investments, concentration diversification, retirement planning, income generation, and estate planning.  Prior to starting his own advisory firm, he worked at Deutsche Bank, J.P. Morgan and Alex. Brown.

Advisory services offered through International Assets Investment Management, LLC (“IAIM”) – SEC Registered Investment Advisor. IAA and IAIM are affiliated entities. WJ Conn Capital is unaffiliated and independent to IAA and IAIM.

Any information provided or posted is based on carefully selected sources, believed to be reliable, but whose accuracy or completeness cannot be guaranteed. All information and expressions of opinions are subject to change without notice and are those of WJ Conn Capital. Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.