Connor Heine, CFP, CPFA - UBS Financial Services Inc.
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Connor Heine, CFP, CPFA, is a Vice President of Wealth Management at UBS Financial Services Inc., based in New York, NY. As a member of GKBA Associates, he leads financial planning strategies for a diverse clientele, including executives, investment professionals, business owners, and professional athletes, focusing on building strong relationships and simplifying their financial lives.
With a background in business economics from Providence College, where he also played basketball, Connor is dedicated to helping clients design individualized financial plans that address their unique priorities and concerns. His approach is supported by the extensive resources and global reach of UBS, allowing him to assist clients in navigating the complexities of wealth across generations.
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