Kevin O'Connell

Kevin O'Connell Email and Phone Number

Financial AdvisorVice PresidentFirst National Wealth ManagementA financial advisory practice of Ameriprise Financial Services, LLC @
Kevin O'Connell's Location
Wichita Falls, Texas, United States, United States
Kevin O'Connell's Contact Details

Kevin O'Connell work email

Kevin O'Connell personal email

n/a

Kevin O'Connell phone numbers

About Kevin O'Connell

What you can expect when you work with meMy purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive: • 1:1 financial advice based on your goals and needs. • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. • Regular meetings to review your goals, progress and investments. • Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Kevin O'Connell's Current Company Details
Ameriprise Financial Institutions Group

Ameriprise Financial Institutions Group

Financial AdvisorVice PresidentFirst National Wealth ManagementA financial advisory practice of Ameriprise Financial Services, LLC
Kevin O'Connell Work Experience Details
  • Ameriprise Financial Institutions Group
    Financial Advisor - Vice President
    Ameriprise Financial Institutions Group Aug 2018 - Present
    First National Wealth Management
    A financial advisory practice of Ameriprise Financial Services, LLC
  • American National Bank & Trust
    Sr. Vice President - Trust & Investment Services
    American National Bank & Trust Aug 2009 - Jul 2018
    Wichita Falls, Tx
    Advisor for primarily high net-worth individuals and families by providing them with timely advice in banking, investments and other financial products and services. I manage client assets, implement portfolio strategies and handle day-to-day portfolio trading in addition to writing the Market Comment newsletters for the Trust & Investment Services department of American National Bank & Trust.
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  • Smith Barney Investment Center At Fidelity Bank
    Vice President - Financial Advisor
    Smith Barney Investment Center At Fidelity Bank Sep 2003 - Aug 2009
    Wichita Falls, Tx
    Responsible for opening a new brokerage department within a locally owned community bank and managing staff while implementing sales of brokerage products distributed by Smith Barney.

Kevin O'Connell Skills

Asset Management Portfolio Management Asset Allocation Asset Managment Business Development Risk Management Retirement Planning Due Diligence Investments Fixed Income Real Estate Series 63 Credit Underwriting Series 7 Financial Analysis Alternative Investments Strategic Financial Planning Credit Analysis Corporate Finance Banking Mutual Funds Mortgage Lending Loans Financial Planning

Kevin O'Connell Education Details

Frequently Asked Questions about Kevin O'Connell

What company does Kevin O'Connell work for?

Kevin O'Connell works for Ameriprise Financial Institutions Group

What is Kevin O'Connell's role at the current company?

Kevin O'Connell's current role is Financial AdvisorVice PresidentFirst National Wealth ManagementA financial advisory practice of Ameriprise Financial Services, LLC.

What is Kevin O'Connell's email address?

Kevin O'Connell's email address is ke****@****nat.com

What is Kevin O'Connell's direct phone number?

Kevin O'Connell's direct phone number is +194039*****

What schools did Kevin O'Connell attend?

Kevin O'Connell attended Midwestern State University, American Bankers Association Graduate Trust School.

What are some of Kevin O'Connell's interests?

Kevin O'Connell has interest in Children, Education, Environment, Animal Welfare, Arts And Culture.

What skills is Kevin O'Connell known for?

Kevin O'Connell has skills like Asset Management, Portfolio Management, Asset Allocation, Asset Managment, Business Development, Risk Management, Retirement Planning, Due Diligence, Investments, Fixed Income, Real Estate, Series 63.

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