Lpl Financial Planner
Current
Mar 2021 - Present
AeroLeads people directory · profile
Leo O'Connor Jr., Cfp® Email & Phone Number
My passion is helping young adults make sense of their finances and prepare for their future. I am also a big EV nerd and tennis player.
at
Visions Wealth Management
2 phones found
area 607
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
My passion is helping young adults make sense of their finances and prepare for their future. I am also a big EV nerd and tennis player.
Location
Binghamton, New York, United States
Who is Leo O'Connor Jr., Cfp®? Overview
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Quick answer
Leo O'Connor Jr., Cfp® is listed as My passion is helping young adults make sense of their finances and prepare for their future. I am also a big EV nerd and tennis player. at Visions Wealth Management, based in Binghamton, New York, United States. AeroLeads shows phone signal with area code 607 and a matched LinkedIn profile for Leo O'Connor Jr., Cfp®.
Leo O'Connor Jr., Cfp® previously worked as LPL Financial Planner at Visions Wealth Management and LPL Financial Planner at The O'Connor Group, Visions Investment Services. Leo O'Connor Jr., Cfp® holds Master Of Science, Personal Financial Planning, 3.8 Gpa from Texas Tech University.
Company email context
Email format at Visions Wealth Management
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Visions Wealth Management
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Profile bio
About Leo O'Connor Jr., Cfp®
Driven by a desire to help provide every client an excellent, consistent experience at every contact. Passionate about increasing my knowledge of financial planning, practice management, and technololgy. Experienced in supporting advisors from both the operations and financial planning sides of the business. Adept at learning new technology quickly.
Listed skills include Teamwork, Microsoft Excel, Microsoft Word, Powerpoint, and 15 others.
Current workplace
Leo O'Connor Jr., Cfp®'s current company
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4 roles
Leo O'Connor Jr., Cfp® work experience
A career timeline built from the work history available for this profile.
Lpl Financial Planner
The O'Connor Group, Visions Investment Services
Working with clients to help them define their goals and assist them as they strive to achieve those financial goals.
Sep 2018 - Mar 2021
Paraplanner
O'Connor Investments, A Division Of Visions Federal Credit Union
-Designed and implemented new RMD and client review tracking in Redtail.-Created financial plans for the advisors' clients.-Experienced running client discovery and plan presentation meetings.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to.
May 2016 - Sep 2018
Advisor Assistant
O'Connor Investments Inc.
-Led Transition to a paperless office.-Highly trained in industry software including Redtail, MoneyGuidePro, emX, Laserfiche, & LaserApp.-Increased CRM utilization and improved consistency of data input.-Improved data integrity that in turn reduce the time it took to send out marketing material.
Jan 2006 - Nov 2016
4 education records
Leo O'Connor Jr., Cfp® education
Master Of Science, Personal Financial Planning, 3.8 Gpa
Bachelor Of Science, Personal Financial Planning, Summa Cum Laude
Education record
Education record
FAQ
Frequently asked questions about Leo O'Connor Jr., Cfp®
Quick answers generated from the profile data available on this page.
What company does Leo O'Connor Jr., Cfp® work for?
Leo O'Connor Jr., Cfp® works for Visions Wealth Management.
What is Leo O'Connor Jr., Cfp®'s role at Visions Wealth Management?
Leo O'Connor Jr., Cfp® is listed as My passion is helping young adults make sense of their finances and prepare for their future. I am also a big EV nerd and tennis player. at Visions Wealth Management.
What is Leo O'Connor Jr., Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 607 for Leo O'Connor Jr., Cfp® at Visions Wealth Management.
Where is Leo O'Connor Jr., Cfp® based?
Leo O'Connor Jr., Cfp® is based in Binghamton, New York, United States while working with Visions Wealth Management.
What companies has Leo O'Connor Jr., Cfp® worked for?
Leo O'Connor Jr., Cfp® has worked for Visions Wealth Management, The O'Connor Group, Visions Investment Services, O'Connor Investments, A Division Of Visions Federal Credit Union, and O'Connor Investments Inc..
How can I contact Leo O'Connor Jr., Cfp®?
You can use AeroLeads to view verified contact signals for Leo O'Connor Jr., Cfp® at Visions Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Leo O'Connor Jr., Cfp® attend?
Leo O'Connor Jr., Cfp® holds Master Of Science, Personal Financial Planning, 3.8 Gpa from Texas Tech University.
What skills is Leo O'Connor Jr., Cfp® known for?
Leo O'Connor Jr., Cfp® is listed with skills including Teamwork, Microsoft Excel, Microsoft Word, Powerpoint, Microsoft Office, Customer Service, Social Media, and Public Speaking.
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