Les O'Connor, Cpfa™
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Les O'Connor, Cpfa™ Email & Phone Number

Senior Financial Advisor at Merrill Lynch Wealth Management
Location: Charleston, West Virginia, United States 2 work roles 2 schools
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Current company
Merrill Lynch Wealth Management
Role
Senior Financial Advisor
Location
Charleston, West Virginia, United States
Company size
45157 employees

Who is Les O'Connor, Cpfa™? Overview

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Quick answer

Les O'Connor, Cpfa™ is listed as Senior Financial Advisor at Merrill Lynch Wealth Management, a company with 45157 employees, based in Charleston, West Virginia, United States. AeroLeads shows a matched LinkedIn profile for Les O'Connor, Cpfa™.

Les O'Connor, Cpfa™ previously worked as Administrator at Surgical Care Affiliates. Les O'Connor, Cpfa™ holds Master'S Degree from Virginia Commonwealth University.

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Email format at Merrill Lynch Wealth Management

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Merrill Lynch Wealth Management

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Profile bio

About Les O'Connor, Cpfa™

As one of the founding members of the O'Connor & Associates team, I focus on individual portfolio strategies for growing client wealth and retirement plans as well as lending solutions for medical practices and commercial and residential lending through my access to Bank of America. I have a deep understanding of the intricate financial needs of healthcare professionals - from financing a start-up or growing practice and debt restructuring to equipment financing and retirement plans.My previous career was in healthcare management, where I served in multiple Administrator roles for multi-specialty physician practices and surgery centers in the Carolinas and West Virginia. I currently serve on the fundraising team of the local Boy Scout's Buckskin Council and achieved the rank of Eagle Scout.*NMLS ID: 1281966*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Listed skills include Portfolio Evaluations, Customized Wealth Strategies, Estate Planning Services And Wealth Transfer, Family Wealth Management Strategies, and 4 others.

Current workplace

Les O'Connor, Cpfa™'s current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Senior Financial Advisor
new york, new york, united states
Website
ml.com
Employees
45157
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2 roles

Les O'Connor, Cpfa™ work experience

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Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

NS Nathalie Santos Nathalie Santos Colleague at Merrill Lynch Wealth Management Glastonbury, Connecticut, United States, United States View → PE Peter Emerson, Cpm® Peter Emerson, Cpm® Colleague at Merrill Lynch Wealth Management Duluth, Minnesota, United States, United States View → NB Nils Bosch Nils Bosch Colleague at Merrill Lynch Wealth Management Great Neck, New York, United States, United States View → JC Janiece Collopy Janiece Collopy Colleague at Merrill Lynch Wealth Management Greater Seattle Area, United States View → AG Alefiya Ghadiali Alefiya Ghadiali Colleague at Merrill Lynch Wealth Management Fort Lauderdale, Florida, United States, United States View → EH Evalyn Halvorsen Evalyn Halvorsen Colleague at Merrill Lynch Wealth Management Midland, Texas, United States, United States View → RD Ruchita Dugaya Ruchita Dugaya Colleague at Merrill Lynch Wealth Management Pennington, New Jersey, United States, United States View → EW Eric Waechter Eric Waechter Colleague at Merrill Lynch Wealth Management Baton Rouge, Louisiana, United States, United States View → LB Lisa Babagian-Meidl Lisa Babagian-Meidl Colleague at Merrill Lynch Wealth Management Manhattan Beach, California, United States, United States View → VB Victoria Bucher, Cfp®️, Crpc™️ Victoria Bucher, Cfp®️, Crpc™️ Colleague at Merrill Lynch Wealth Management Greater Philadelphia, United States View →
2 education records

Les O'Connor, Cpfa™ education

Master'S Degree

Virginia Commonwealth University

Bachelor'S Degree

Virginia Polytechnic Institute & State University
FAQ

Frequently asked questions about Les O'Connor, Cpfa™

Quick answers generated from the profile data available on this page.

What company does Les O'Connor, Cpfa™ work for?

Les O'Connor, Cpfa™ works for Merrill Lynch Wealth Management.

What is Les O'Connor, Cpfa™'s role at Merrill Lynch Wealth Management?

Les O'Connor, Cpfa™ is listed as Senior Financial Advisor at Merrill Lynch Wealth Management.

Where is Les O'Connor, Cpfa™ based?

Les O'Connor, Cpfa™ is based in Charleston, West Virginia, United States while working with Merrill Lynch Wealth Management.

What companies has Les O'Connor, Cpfa™ worked for?

Les O'Connor, Cpfa™ has worked for Merrill Lynch Wealth Management and Surgical Care Affiliates.

Who are Les O'Connor, Cpfa™'s colleagues at Merrill Lynch Wealth Management?

Les O'Connor, Cpfa™'s colleagues at Merrill Lynch Wealth Management include Nathalie Santos, Peter Emerson, Cpm®, Nils Bosch, Janiece Collopy, and Alefiya Ghadiali.

How can I contact Les O'Connor, Cpfa™?

You can use AeroLeads to view verified contact signals for Les O'Connor, Cpfa™ at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Les O'Connor, Cpfa™ attend?

Les O'Connor, Cpfa™ holds Master'S Degree from Virginia Commonwealth University.

What skills is Les O'Connor, Cpfa™ known for?

Les O'Connor, Cpfa™ is listed with skills including Portfolio Evaluations, Customized Wealth Strategies, Estate Planning Services And Wealth Transfer, Family Wealth Management Strategies, Corporate Retirement Plans, Small Business Retirement Plans, Small Business Strategies, and Portfolio Design And Construction.

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