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
This person is not in the org chart
This person is not in any teams
This person is not in any offices