Connor Crayne
Charlotte
Summary
Financial services leader with experience in wealth management, advisor development, recruiting, business growth, and client relationship management. Proven success building and coaching financial advisors, driving revenue growth, and helping individuals and families implement comprehensive financial planning strategies. Combines hands-on advisory experience with leadership expertise gained through managing teams, developing talent, and executing high-impact operational initiatives. Recognized for building strong client relationships, developing high-performing professionals, and delivering results in fast-paced, performance-driven environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
District Manager
Tristate Financial Advisors
Charlotte
05.2025 - Current
- Promoted from Financial Advisor after demonstrating strong performance in client acquisition, advisor development, and business growth initiatives.
- Recruited, trained, and developed 12+ financial advisors, providing coaching on financial planning, investment management, business development, and client acquisition strategies.
- Led a team of advisors in a player-coach capacity, contributing to the acquisition of 50+ new client relationships and more than $500,000 in firm revenue.
- Directed advisor licensing and onboarding initiatives, guiding 15+ recruits through sponsorship and licensing programs resulting in 18 FINRA and NASAA licenses obtained.
- Implemented performance management processes, training programs, and accountability systems that improved advisor productivity and client engagement.
- Partner with leadership to drive recruiting, retention, and growth objectives across the district.
Financial Advisor
Tristate Financial Advisors
Charlotte
02.2024 - 05.2025
- Delivered comprehensive financial planning, retirement, investment, and insurance strategies to individuals and families.
- Conducted client discovery meetings, financial analyses, and plan recommendations tailored to client objectives.
- Developed new business through networking, referrals, marketing campaigns, and prospecting initiatives.
- Maintained ongoing client relationships through regular reviews and financial plan updates.
Project Manager
Hatch Homes
Charlotte
03.2023 - 10.2023
- Directed the planning and execution of 15 residential renovation projects simultaneously, maintaining a 100% completion rate while meeting quality, budget, and timeline objectives.
- Managed cross-functional relationships between homeowners, subcontractors, suppliers, and internal stakeholders to ensure seamless project delivery.
- Coordinated procurement, scheduling, and logistics for multiple projects, reducing delays and maintaining consistent workflow efficiency.
- Monitored project budgets, performance metrics, and customer satisfaction benchmarks to drive successful project outcomes.
- Developed a reputation for proactive communication and problem-solving, ensuring client expectations were consistently exceeded throughout the construction process.
Air Rescue Swimmer
United States Navy
01.2016 - 01.2023
- Led operations, training, and workforce development initiatives supporting more than 100 personnel across multiple locations throughout the United States and Indo-Pacific region.
- Managed complex scheduling, resource allocation, and operational planning efforts involving personnel, equipment, and mission-critical activities in fast-paced, high-accountability environments.
- Developed and implemented training programs that increased organizational productivity by 33% while maintaining operational readiness standards.
- Supervised, coached, and mentored personnel at various stages of professional development, contributing to numerous promotions, qualifications, and leadership advancements.
- Directed cross-functional teams responsible for executing daily operations, improving efficiency, and achieving performance objectives in highly regulated environments.
- Recognized for leadership excellence through multiple commendations and achievement awards while maintaining a strong culture of accountability, safety, and continuous improvement.
Education
Bachelor of Science - Interdisciplinary Studies
Liberty University
01-2022
Skills
- Financial Planning
- Wealth Management
- Investment Analysis
- Portfolio Review
- Retirement Planning
- Insurance Planning
- Client Relationship Management
- Business Development
- Marketing
- Operations Management
- Project Management
- Training
- Team Leadership
- Public Speaking
- Client Education
Certification
- FINRA Series 65
- FINRA Series 63
- FINRA Series 6
- Securities Industry Essentials (SIE)
- North Carolina Life & Health Insurance License
- Lean Six Sigma Yellow Belt
Additional Information
Extensive leadership, operations, training, and client-service experience
Timeline
District Manager
Tristate Financial Advisors
05.2025 - Current
Financial Advisor
Tristate Financial Advisors
02.2024 - 05.2025
Project Manager
Hatch Homes
03.2023 - 10.2023
Air Rescue Swimmer
United States Navy
01.2016 - 01.2023
Bachelor of Science - Interdisciplinary Studies
Liberty University