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Patrick O'Connor, Cfp® is listed as Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ professional at HHM Wealth Advisors, LLC, a company with 14 employees, based in Memphis, Tennessee, United States. AeroLeads shows a work email signal at dwassetmgmt.com and a matched LinkedIn profile for Patrick O'Connor, Cfp®.
Patrick O'Connor, Cfp® previously worked as Wealth Advisor at Hhm Wealth Advisors, Llc and First Vice President at Duncan Williams Asset Management. Patrick O'Connor, Cfp® holds Advertising, Communications, Marketing, Sports Medicine from Pepperdine University.
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AeroLeads found 1 current-domain work email signal for Patrick O'Connor, Cfp®. Compare company email patterns before reaching out.
Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional with 10+ years experience.Personal retirement planning, estate planning and wealth transfer, business owner wealth management, nonprofit endowment and foundation consulting, retirement plan consulting.Excited to have the resource of not only HHM Wealth Advisors but also HHM CPAs to better assist my current clients as well as new clients.
Listed skills include Investments, Management, Crm, Retirement Planning, and 21 others.
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Memphis, TN
Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional with 10+ years experience.Personal retirement planning, estate planning and wealth transfer, business owner wealth management, nonprofit endowment and foundation consulting, retirement plan consulting.Excited to have the resource of not only HHM Wealth Advisors but also HHM CPAs to better assist.
Greater Memphis Area
Memphis-based Duncan Williams Asset Management is a new enterprise formed to meet the needs of individual investors, business owners and foundations. Duncan Williams Asset Management combines experience with entrepreneurism, wisdom with innovation, and drive with diligence.But our bottom line isn’t just about income and earnings.Both the firm’s founder and.
Licenses: Series 7 and Series 66I work hand-in-hand with the Duncan-Williams Investment Research Group to prepare both individuals and families for their financial future. This includes, but is not limited to, retirement planning, college savings plans, and investing through brokerage accounts. I also work with businesses to evaluate and restructure 401(k).
Greater Memphis Area
Account Executive for: Duncan-Williams, Inc. Investment Bankers, Memphis Grizzlies NBA team, The ALS Association
Account Coordinator - responsible for accounts with: Duncan-Williams, Inc. Investment Bankers, Memphis City Schools, and the Memphis Grizzlies NBA team
- Interacted daily with President of the company- Held meetings for office and delegated work to full-time employees- Prepared presentations for special event pitch to prospective clients- Responsible for follow-up with new clients- Played key role in creation of interactive online guides
- Participated in daily media review meetings- Observed and contributed to agency brainstorms- Prepared presentations and coverage to send to clients- Researched media for potential PR opportunities- Assisted with planning and managing the Glam Media UK launch
Other employees you can reach at hhmwealth.com. View company contacts for 14 employees →
Jacob Brown, Cfp®
Colleague at Hhm Wealth Advisors, LlcChattanooga, Tennessee, United States, United States
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Andrew Cook, Cfp®, Aif®
Colleague at Hhm Wealth Advisors, LlcChattanooga, Tennessee, United States, United States
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Katherine Mimms, Mpa
Colleague at Hhm Wealth Advisors, LlcGreater Chattanooga, United States
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Gabby Gregory
Colleague at Hhm Wealth Advisors, LlcChattanooga, Tennessee, United States, United States
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Arthur Callahan
Colleague at Hhm Wealth Advisors, LlcWest Midlands, England, United Kingdom, United Kingdom
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BH
Bailey Howard
Colleague at Hhm Wealth Advisors, LlcGreater Chattanooga, United States
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SG
Salvatore Geraci
Colleague at Hhm Wealth Advisors, LlcChattanooga, Tennessee, United States, United States
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Matthew Thurman, Cpa, Cfp®
Colleague at Hhm Wealth Advisors, LlcGreater Chattanooga, United States
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Travis Hutchinson
Colleague at Hhm Wealth Advisors, LlcChattanooga, Tennessee, United States, United States
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Jones Krogh, Cpa, Cfp®, Cdfa®
Colleague at Hhm Wealth Advisors, LlcChattanooga, Tennessee, United States, United States
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Activities and Societies: Alpha Tau Omega Fraternity (founding father), Pepperdine Men's Club Soccer, Resident Advisor, Publicity Co-Chair.
Activities and Societies: PR internship with Borkowski PR (now Beige London)Assisted with planning and managing the Glam Media UK launch
Quick answers generated from the profile data available on this page.
Patrick O'Connor, Cfp® works for HHM Wealth Advisors, LLC.
Patrick O'Connor, Cfp® is listed as Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ professional at HHM Wealth Advisors, LLC.
AeroLeads has found 1 work email signal at @dwassetmgmt.com for Patrick O'Connor, Cfp® at HHM Wealth Advisors, LLC.
Patrick O'Connor, Cfp® is based in Memphis, Tennessee, United States while working with HHM Wealth Advisors, LLC.
Patrick O'Connor, Cfp® has worked for Hhm Wealth Advisors, Llc, Duncan Williams Asset Management, Duncan-Williams, Inc., Red Deluxe, and Cmgroup Marketing.
Patrick O'Connor, Cfp®'s colleagues at HHM Wealth Advisors, LLC include Jacob Brown, Cfp®, Andrew Cook, Cfp®, Aif®, Katherine Mimms, Mpa, Gabby Gregory, and Arthur Callahan.
You can use AeroLeads to view verified contact signals for Patrick O'Connor, Cfp® at HHM Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
Patrick O'Connor, Cfp® holds Advertising, Communications, Marketing, Sports Medicine from Pepperdine University.
Patrick O'Connor, Cfp® is listed with skills including Investments, Management, Crm, Retirement Planning, Wealth Management, Wealth Accumulation Strategies, 401K Rollovers, and Series 7.
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