About Thomas Francis O’Connell
With over 15 years of experience in the financial industry, Thomas Francis O’Connell is a highly skilled and knowledgeable advisor who is dedicated to helping his clients achieve their financial goals. He specializes in providing personalized financial solutions to individuals, families, and businesses to help them build and protect their wealth.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial solutions
- Helps clients achieve their financial goals
- Specializes in working with individuals, families, and businesses
- Provides guidance and support in building and protecting wealth
Facts and Insights
Thomas Francis O’Connell is committed to staying informed on the latest trends and strategies in the financial industry. He regularly attends seminars, conferences, and workshops to enhance his knowledge and expertise. This enables him to provide his clients with tailored and up-to-date financial advice that is in line with their specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 5 | 15 |
Financial Services Offered
Thomas Francis O’Connell offers a wide range of financial services to meet the diverse needs of his clients. These services include:
- Retirement planning
- Investment management
- Insurance planning
- Estate planning
- Tax planning
- Education planning
Client Types
Thomas Francis O’Connell works with a variety of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
Thomas Francis O’Connell is committed to providing transparent and fair pricing for his services. He offers a fee-only structure, meaning his compensation comes solely from client fees. This ensures that his recommendations are always in the best interest of his clients without any conflicts of interest.
Background
After receiving a Bachelor’s degree in Finance, Thomas Francis O’Connell went on to obtain his Chartered Financial Analyst (CFA) designation. He later earned his Certified Financial Planner (CFP®) certification and holds both Series 7 and Series 63 licenses. He has worked with several reputable financial firms before establishing his own practice, where he continues to serve his clients with dedication and expertise.
Financial Advisor Disclosures to Know
As a professional financial advisor, Thomas Francis O’Connell is committed to maintaining transparency and compliance with all regulations and industry standards. He has a clean record and has no disclosures to report.