Kevin O'Connor

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. 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. 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. 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. 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. CA Insurance License Number: 4216726. Resident State: VA.