Thomas Oconnor
Senior Wealth Advisor at Keel Point, LLC
- Role
- Senior Wealth Advisor at Keel Point
- Location
- Huntsville-Decatur-Albertville, US
- LinkedIn followers
- 500 followers
About Thomas Oconnor
My purpose is to guide families and individuals on their journey to financial freedom and…
Experience
Senior Wealth Advisor
Aug 2011 — Present · Huntsville, AL, US
Securities offered through Keel Point Capital, LLC, Member FINRA and SIPC. Investment Advisory Services are offered by Keel Point, LLC an affiliate of Keel Point Capital. Keel Point reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Keel Point will not accept purchase or sale orders via LinkedIn or its messaging systems. Keel Point is not responsible for content posted by third-parties. This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site. Keel Point reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Keel Point will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Keel Point does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. Any profiles and associated content are for U.S. residents only Keel Point and its affiliates do not provide tax, accounting, regulatory, or legal advice to its clients. The views and opinions expressed on this website do not necessarily reflect those of Keel Point. Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S, which it awards to individuals who successfully complete CFP® Board\'s initial and ongoing certification requirements.
Education
Auburn University
Bachelor of Science
Skills
- Retirement Planning
- 401k
- Financial Planning
- Retirement Income Strategies
- Estate Planning
- Investments
- Wealth Management
- Strategic Financial Planning
- Certified Financial Planner
- Portfolio Management
- College Savings Plans
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.