Meet the Investment Team Connor Boyd, CFP®
Wealth Advisor
Connor Boyd is a wealth advisor serving the Orem, Provo and Payson areas. He joined Mountain America Investment Services in 2019. As a wealth advisor, his core responsibility is to provide clients with investment services. Before joining us, Connor gained experience at an independent financial planning firm. There, he created financial plans and analyzed investments to meet each client's unique needs.
Connor is a dedicated professional with a deep passion for the analytical and emotional aspects of money. He holds a bachelor degree in personal financial planning with a minor in business management. As a CERTIFIED FINANCIAL PLANNER™, he provides his clients with the assurance of advanced expertise in holistic, long-term financial planning and a commitment to prioritizing their needs. He also assists clients exiting the workforce by maximizing their retirement income plan while also focusing on growing their wealth and safeguarding their assets.
Away from the office, Connor enjoys spending time with family and participating in outdoor activities, such as mountain biking, golfing and snowboarding. Connor lives in Utah County with his wife and three children.
Utah branches served
Orem: 800 EastPayson: State Highway 198
Provo: Cougar Boulevard
Vineyard: 450 North
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
