Connie West

Financial Advisor

Connie West a financial advisor and partner with Bellwether Investment Group, LLC. is also a licensed insurance producer. Most recently she was a financial advisor with Raymond James Financial Services after beginning as a financial advisor with Morgan Stanley in 1999. Her business experience includes 20 years in automobile sales and management, plus managing and owning commercial real estate. Her passion for the market and keen interest in investment strategies determined her career change. She has a unique talent understanding both the fundamental and technical aspects of stock trading. Being a perpetual student of the market gives her a creative portfolio management edge.

Connie enjoys the relationships with her clients. The process begins by listening, asking questions, identifying financial concerns, and goals. It is important to have someone who takes the time to listen, who will explain your options and design a plan tailored to your hopes for the future. Then as a part of your financial team, she works closely with your attorneys and accountants. The financial process continues with the monitoring and fine tuning of your individual portfolio.

Her typical client is in or near retirement stage of their lives. Clients range from college students beginning to experience the magic of compounding, those accumulating wealth stage of life, to those with estate planning needs such as reducing or eliminating estate taxes when wealth is passed on to their loved ones. She can empathize with conservators, executors, and care givers both personally and professionally having lost a spouse to cancer, been conservator for father-in-law, and caregiver to her mother. She and her husband Joe are very active members of Stuart Heights Baptist Church and love spending time with their grandchildren.