John O'Connor CFP® is a Senior Financial Advisor at Vanguard, where they manage 250 high-net-worth clients with $600 million in assets under management, achieving a retention rate of over 97%. With a background in financial advising that includes roles at USAA, Ameriprise Financial Services, and American Express Financial Advisors, they have developed expertise in wealth management, estate planning, and high-net-worth client relationship management. John holds a Bachelor of Science in Business Administration and Management from Nebraska Wesleyan University.
Location
Phoenix, United States