Kevin Oconnell

About Kevin Oconnell

PURPOSE: Empowering our advisors and clients to reach their dreams!VISION: We are building the preeminent financial planning firm in the state of Florida, driven to exceed our clients’ expectations and empower them to achieve a lifetime of financial security. Our vision is realized through our distinguished career that serves businesses and families, while building and growing comprehensive financial planning practices and leading balanced lives.I am fortunate to be given the opportunity each day to equip people to live purposeful lives, through inspiring greatness in leaders, attracting and identifying talent and believing in their potential to be the best version of themselves. We have an obligation to our community. By listening to people’s stories, teaching saving habits and helping them think critically and strategically about their financial future, my team of financial advisors helps our community overcome obstacles and accomplish great things for their financial future. With this belief, we create legacies with exponential impact.If you know someone who builds relationships based on our team’s values, I would love to have a conversation. Feel free to reach out to me via LinkedIn or email at k••••••••@nm.com.To learn more about Northwestern Mutual Greater Tampa Bay, visit Leadership + Career Development | Building Relationships + Strong Teams | Identifying Top Talent | Financial Recruiting | Career Coaching | Professional Mentoring | Internships | Full-Time Placement | Talent Mining | Team Building | Financial Services Industry

Experience

1. Managing Partner

   Northwestern Mutual

   Jun 2014 — Present · Tampa, FL, US

   As Managing Partner, I oversee the district offices in the Greater Tampa Bay area, including Tampa, Clearwater, St. Petersburg, Sarasota and North Tampa. I am responsible for all sales, service and supervisory operations for our organization. I, along with our Managing Directors, create the vision for long-term growth, and set priorities for the organization. In addition, I help people who are ready for financial independence, want to be their own boss and make a positive impact on people\'s lives. To learn more about our network, visit our office website at For more than 50 years, Northwestern Mutual\'s Tampa network office has worked to help secure and enhance the financial success and well being of families and businesses in the Greater Tampa Bay area. Our Tampa office has more than 100 Financial Representatives serving clients from five offices in West Central Florida.

Education

• University of Central Florida

  Bachelor’s Degree, Finance

  1998 — 2002