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Jen Oconnell

Assistant Vice President, Wealth Advisor @Frost

Fort Worth, TX, US
EMAILS
j••••••••@frostbank.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Assistant Vice President, Wealth Advisor @Frost

Fort Worth, TX, US

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc.(NYSE: CFR), a financial holding company. One of the 60 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries with competitive products and services ranging from checking and loan products to treasury management services and leasing products, from employee benefits and risk management to trust and estate planning, managed investments and brokerage services. For more information, opinions expressed by the profile creator may not reflect those of Cullen/Frost Bankers. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. Experience, skills or posts are not indications of future results. Investment and insurance products are not FDIC insured, are not bank guaranteed, and may lose value. Brokerage services offered through Frost Brokerage Services, Inc, Member FINRA/SIPC, and investment advisory services offered through Frost Investment Services, LLC, a registered investment adviser. Both companies are subsidiaries of Frost Bank. Additionally, insurance products are offered through Frost Insurance. Deposit and loan products are offered through Frost Bank, Member FDIC.

EDUCATION

1999 — 2003

William & Mary

French Language and Literature, Concentration in African Studies (effects of French colonialism on Francophone Africa)

ABOUT JEN OCONNELL

Integrity. Caring. Excellence.

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