KEVIN O'CONNOR

Financial Advisor

First Vice President - Investment Officer

Address: 1650 Tysons Blvd, SUITE 500 , McLean , VA 22102
Call: 703-761-4750  |  800-925-3308    Fax: 703-448-0406
Email: kevin.oconnor@wellsfargoadvisors.com Compose mail in a new window

My Background

With over 30 years of experience, I am dedicated to helping individuals develop investment plans around their long-term goals and risk tolerance. My vast experience enables me to help my clients structure balanced portfolios to address their financial goals.<br/><br/>I began my financial services career as a Financial Advisor with R.W. Corby and then moved my practice to Wells Fargo Advisors in McLean, VA, where I have served investors as First Vice President of Investments. I earned a Bachelor's Degree in Economics from Washington College.<br/><br/>I can help you navigate an array of complex choices. I assist with retirement plans including IRAs, Roth IRAs and conversions, Simplified Employee Pension plans, SIMPLE plans for small businesses, and 401(k) and profit-sharing plans.<br/><br/>If you're not an active stock trader, you may choose an advisory program consisting of a professionally selected platform of investments. With advisory programs, a quarterly fee, assessed in advance and based on the assets in your account, replaces traditional commissions. Fee-based programs are not designed for excessively traded or inactive accounts. You may review our advisory disclosure document for a full description of our services, including fees and expenses. During periods of lower trading activity, costs for commissions could be lower relative to advisory program fees.<br/><br/>Committed to my community, I am active with New Life Christian Church. Away from the office, I enjoy playing lacrosse and participating in triathlons. My wife and I live in Chantilly and have 3 children.<br/><br/>CA Insurance License Number: 4216726. Resident State: VA.

Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WV
Insurance licensed in the following states: AR (Lic. # 767074) Resident State: VA
KEVIN O'CONNOR: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Virginia : McLean Branch