Thomas O’Connor, CFP®Senior Wealth Advisor

By March 23, 2016
: Huntsville, AL: https://www.linkedin.com/in/thomas-o-connor-cfp®-740ba51b

Thomas O’Connor is a Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Keel Point. He considers it an honor to serve his clients and a privilege to do so alongside such a talented and helpful team. Thomas has a deep conviction in guiding families to accomplish their financial milestones and invest in their purpose. He believes that thorough and holistic planning on the front end establishes the foundation of each relationship and positions it for long term success. The impact our work has had on families – in many cases for generations to come – has left a lasting impression on Thomas and fuels his enthusiasm for his work.

Before Thomas came to Keel Point, he was a producer and Associate in Risk Management (ARM) at one of the largest privately held insurance brokerages in the country. Thomas graduated from Auburn University majoring in Business Administration where he was selected as the one of the most influential seniors. He is a graduate of Leadership Huntsville Madison County Connect, Alabama Leadership Initiative and is an active member of Young Business Leaders. Thomas and his wife, Kelly, have two young children — Liam and Grace.