About

My goal as an Edward Jones financial advisor is to help serious, long-term investors achieve their financial goals. I work with successful families and business owners who rely on our guidance as they navigate financial uncertainties and transitions. I do this by understanding your needs and implementing a comprehensive wealth strategy that meets your concerns. I believe in the importance of truly recognizing what you hope to achieve in the future before investing your money. Only then will my branch team and I focus on finding the most appropriate financial strategy, and coach you through the pursuit of your goals.

I chose to become a financial advisor because it is a pleasure and privilege to help others get on the road to achieving their dreams. I enjoy the personal and professional satisfaction when clients achieve “the one moment”. That one moment could be clarity of a clear path to retirement, confidence with goals set during retirement, or the comfort of having a strategy to pass on a legacy. 

I look to provide guidance to those who are approaching their ideal retirement age, but can also be a valuable resource if you are just beginning to create your financial strategies. For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Here at Edward Jones, we partner with our clients throughout their lives to help keep them on track to meet their goals. Our firm has over $1 trillion in assets under care. We work with your CPA, attorneys, and other professionals to find a strategy that works best for you.

When I'm not at the office I enjoy spending time at the Winthrop Yacht Club, Skiing, and volunteering within the Charles River Chamber of Commerce.

If you are interested in our services, you can reach me at (781) 431-9500 and connor.macisaac@edwardjones.com

https://www.edwardjones.com/us-en/financial-advisor/connor-macisaac