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Brian O'Connell

Brian O'Connell

LPL Registered Principal & Financial Advisor

Founder and Principal Financial Advisor, O’Connell Wealth Management, LLC

With a wealth of experience spanning three decades in the dynamic landscape of financial services, I am Brian O’Connell, the founder and Financial Advisor at O’Connell Wealth Management, LLC. My journey in the industry has been marked by a steadfast commitment to helping individuals and businesses work toward achieving their financial goals.

Professional Background

Having dedicated the past 30 plus years to the financial services sector, I bring a deep understanding of market dynamics, investment strategies, and wealth management. My comprehensive knowledge and strategic insights have empowered countless clients to navigate the complexities of the financial world with confidence.

Client-Centric Approach

My approach to financial advising goes beyond numbers; it's about building enduring relationships based on trust, transparency, and a shared commitment to financial success. I believe in crafting tailored strategies that align with each client's unique circumstances, aspirations, and risk tolerance.

Continuous Learning and Innovation

The financial landscape is ever evolving, and I stay at the forefront by embracing continuous learning and innovation. By staying abreast of the latest market trends, technological advancements, and regulatory changes, I help to ensure that my clients benefit from cutting-edge financial strategies.

Community Involvement

Beyond my professional endeavors, I am passionate about giving back to the community. I have actively been engaged in my community serving on various commissions continuously since settling here in 1991. I also support a variety of our youth sports activities as well as not for profit organizations.

Connect With Me

I am always eager to connect with individuals who are seeking sound financial advice or exploring opportunities for financial growth. Whether you're planning for retirement, managing investments, or navigating complex financial decisions, I am here to help guide you on your journey towards financial success.

Feel free to reach out, and let's embark on a path to a confident and prosperous financial future together.