Meet Connor
Connor is a Wealth Advisor based in Dallas, Texas. She joined Mercer Advisors in 2021 through the acquisition of Quest Capital Management where she was an Associate Planner. She joined Quest Capital Management in 2015 and advanced from a client service role to planner role. Connor is an active member of the Financial Planning Association, Dallas Estate Planning Council, and The Hockaday School Alumnae Association. She holds a B.A. degree in economics from Sewanee: The University of the South. Connor is a CERTIFIED FINANCIAL PLANNER professional®, a Chartered SRI Counselor™, and a Chartered Advisor in Philanthropy®.
Connor’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Connor has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
- Aligning portfolios with purpose for clients pursuing values-based investing
Her working style
I work in a structured, thoughtful way and take pride in consistent follow-up. I value comprehensive financial planning because it creates clarity, accountability, and confidence over time.
Connor in real life
What keeps you busy outside of work?
I played tennis in college and am currently playing on a tennis team in Dallas.
Favorite thing about where you live?
I am a fifth generation Dallasite and I love cheering on all the Dallas sports teams — especially the Stars!
How do you give back?
I serve on a leadership committee of The Dallas Foundation that focuses on engaging with the next generation of donors.
Meet Connor’s Teammates
Kalita Blessing
Partner
What Connor Says
Kalita and I work as a true team, combining her mentorship and experience with a collaborative approach to help ensure our clients receive thoughtful, well-coordinated guidance.
James Justus
Sr. Financial Planner
What Connor Says
James brings our clients’ financial situations to life. He gathers the information and makes sure it is presented in a way that can be meaningful to the client.
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