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.
Securities Agent: NY, DE, SD, MI, IL, FL, CO, RI, DC, OH, NV, GA, NC, IA, TX, VA, TN, NM, NJ, CA, WI, PR, MD, MA, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2458676
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Service Team

    Carousel Associate Image
    Yanitsa Jimenez - Wealth Management Associate
    Phone:
    (305) 376-8558(305) 376-8558
    Email:yanitsa.jimenez@morganstanley.com
    Carousel Associate Image
    Tamahra M. Sanchez - Senior Client Service Associate
    Phone:
    (305) 533-1725(305) 533-1725
    Email:tamahra.m.sanchez@morganstanley.com
    Carousel Associate Image
    Felix D. Paganelli - Registered Client Service Associate
    Phone:
    (305) 714-7518(305) 714-7518
    Email:Felix.Paganelli@morganstanley.com
    Carousel Associate Image
    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
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

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
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.
Ready to start a conversation? Contact Conner Vernon today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)