As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney or other professionals, I can help you determine the most appropriate financial strategy so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2004 as a financial advisor on Main Street in Safety Harbor, FL.
I attended Florida Atlantic University and graduated cum laude in 1995. I received an MBA from St. Leo University in 2002. I am also a former Navy Seal, serving from 1984-1992.
I was awarded the Accredited Asset Management Specialist (AAMS®) professional designation from the College for Financial Planning. This designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My family and I have lived in Safety Harbor/Oldsmar for over 20 years.
- Military Professionals & Veterans
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Culinary Arts
- History and Museums
- Martial Arts
Phone NumberRory O'Connor at (727) 725-2814
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 02:00PM|
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