Conner Vernon
Financial Advisor,
Global Sports and Entertainment Associate Director
Direct:
(305) 533-1754(305) 533-1754
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Conner Vernon's journey epitomizes a seamless transition from the gridiron to the realm of finance. Graduating from Duke University with a Bachelor of Arts in English and a minor in Visual Studies, with a focus on Global Sport and Entertainment, Conner's academic pursuits laid a unique foundation for his career. Armed with Series 7, 66, and insurance licenses, Conner's entry into the financial world was marked by a stint in the National Football League (NFL), where he showcased his athletic prowess with the Oakland Raiders, Cleveland Browns, Cincinnati Bengals, and Detroit Lions. His stellar performances on the field, including earning accolades such as 1st team All-ACC and Freshman All-American, established him as a standout athlete in collegiate football.
Transitioning seamlessly into the financial arena, Conner embarked on a career path as a Financial Advisor and Global Sport and Entertainment Associate Director at Morgan Stanley. Leveraging his interpersonal skills and leadership qualities, Conner adeptly assesses clients' financial needs, providing tailored guidance and fostering lasting relationships. His creative mindset, coupled with a strong academic background, enables him to navigate complex financial landscapes with finesse. Conner's innate ability to thrive in a team environment, coupled with his self-starting nature and efficient problem-solving skills, positions him as a valuable asset in the financial advisory realm.
Beyond his professional pursuits, Conner's personal interests reflect his multifaceted nature. A fervent passion for sports, coupled with a love for travel, fine dining, and music, underscores his dynamic lifestyle. Whether hitting the gym or exploring new culinary experiences, Conner embraces life with enthusiasm and vigor, embodying a well-rounded approach to both work and leisure.
Transitioning seamlessly into the financial arena, Conner embarked on a career path as a Financial Advisor and Global Sport and Entertainment Associate Director at Morgan Stanley. Leveraging his interpersonal skills and leadership qualities, Conner adeptly assesses clients' financial needs, providing tailored guidance and fostering lasting relationships. His creative mindset, coupled with a strong academic background, enables him to navigate complex financial landscapes with finesse. Conner's innate ability to thrive in a team environment, coupled with his self-starting nature and efficient problem-solving skills, positions him as a valuable asset in the financial advisory realm.
Beyond his professional pursuits, Conner's personal interests reflect his multifaceted nature. A fervent passion for sports, coupled with a love for travel, fine dining, and music, underscores his dynamic lifestyle. Whether hitting the gym or exploring new culinary experiences, Conner embraces life with enthusiasm and vigor, embodying a well-rounded approach to both work and leisure.
Securities Agent: TN, GA, NJ, NY, CA, WI, PR, MD, MA, DE, NC, IA, VA, MI, SD, IL, FL, CO, RI, OH, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2458676
NMLS#: 2458676
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Yanitsa Jimenez - Wealth Management Associate
Phone:
(305) 376-8558(305) 376-8558
Email:yanitsa.jimenez@morganstanley.com
Tamahra M. Sanchez - Senior Client Service Associate
Phone:
(305) 533-1725(305) 533-1725
Email:tamahra.m.sanchez@morganstanley.com
Felix D. Paganelli - Registered Client Service Associate
Phone:
(305) 714-7518(305) 714-7518
Email:Felix.Paganelli@morganstanley.com
Jacqueline Echevarria - Service associate
Phone:
(305) 702-3339(305) 702-3339
Email:Jacqueline.Echevarria@morganstanley.com
Location
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 533-1754(305) 533-1754
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Conner Vernon today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
