Visions Wealth Management
Leo O'Connor Jr., CFP®, is an experienced financial planner currently serving as an LPL Financial Planner at Visions Wealth Management since March 2021. Previously, Leo held the same title at The O'Connor Group, Visions Investment Services from September 2018 to March 2021, focusing on client goal definition and financial achievement. Earlier roles include a Paraplanner position at O'Connor Investments from May 2016 to September 2018, where Leo designed tracking systems for RMDs and client reviews, and an Advisor Assistant role at O'Connor Investments Inc. from January 2006 to November 2016, where Leo played a key role in transitioning to a paperless office and became proficient in various industry software. Leo O'Connor Jr. holds both a Master of Science and a Bachelor of Science in Personal Financial Planning from Texas Tech University, along with further education from Florida Gulf Coast University and Clarkson University.
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Visions Wealth Management
Visions Wealth Management's goal is to help you pursue success in preparing for your future. We provide financial planning services by bringing in highly skilled planners with advanced industry credentials to support your ever-changing needs. Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, http://www.finra.org/ and http://www.sipc.org/. Insurance products offered through LPL Financial or its licensed affiliates. Visions Federal Credit Union (VFCU) and Visions Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Visions Wealth Management, and may also be employees of VFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of VFCU or Visions Wealth Management. Securities and insurance offered through LPL or its affiliates are: -Not Insured by NCUA or Any Other Government Agency -Not Credit Union Guaranteed -Not Credit Union Deposits or Obligations -May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.