My high school Economics teacher assigned us a stock market simulation during senior year. Something clicked while tracking those fictional portfolios that I hadn't expected. The mechanics of how markets moved Donald Reutemann is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.and why investment decisions mattered kept pulling me back in. That classroom exercise sent me to Binghamton University to study finance and eventually into this industry.
I build the infrastructure that makes client meetings effective. Preparing detailed financial plans, analyzing data, modeling different scenarios, and organizing workflows happens before anyone sits down for a conversation. The SIE, Series 7, and Series 66 licenses give me the credentials this role requires, but the real work is about accuracy and thoroughness. When plans and reports are precise and well-structured, Don and Charlie can focus entirely on guiding clients rather than second-guessing the numbers.
What I value most is the shift that happens during meetings. Someone walks in carrying uncertainty and stress about their financial future. An hour later, they leave with clarity and direction. Watching that relief replace anxiety makes the preparation work worthwhile. I contribute from behind the scenes, but that transformation reminds me why the details matter so much.
Clifton Park has been home my entire life. My family shaped how I approach work and continues pushing me forward when I need it. Their support keeps me focused on what matters.
When I'm not working, volleyball and the gym fill most of my time. Spending time with family and friends balances everything else.
Trevor Connors is a non-soliciting Registered Representative and Investment Adviser Representative of Equity Services, Inc.