connor 150x200 4 11 17Connor Thomas, CFP®

Paraplanner

Connor joined Quest as a Client Service Associate in 2015 and was named Paraplanner in 2017. Connor is the first point of contact for all client service needs. With a focus on accuracy and follow-through, she handles appointment scheduling, meeting preparation, account changes, as well as money movement to and from Raymond James accounts. Additionally, Connor supports her team with producing and updating financial plans.

Professional and Community Commitment
  • Member, Financial Planning Association, DFW Chapter
  • Class agent and representative to the Alumnae Association of The Hockaday School
  • Member, Slipper Club, connecting young women through social events and serving the community
Education
  • Bachelor of Arts in economics, Sewanee: The University of the South
Out of the Office

Connor enjoys playing tennis, babysitting, and spending time with her family and friends.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.