Ross Oconnor

About Ross Oconnor

I leverage the resources of Morgan Stanley and the experience of my team to provide sophisticated investment advice. By understanding personal goals, I help clients achieve their long-term objectives through disciplined management processes such as asset profiling, estate planning strategies, and open communication.

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   Nov 2013 — Present · Boca Raton, FL, US

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Education

• Florida Atlantic University

  Certified Financial Planner Coursework

  2014 — 2016

• Sewanee-The University of the South

  Bachelor of Arts (B.A.)

  2009 — 2013

• Sewanee: Semester in Spain

  Spanish and Iberian Studies

  2012 — 2012