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Kellie O'Connor Email
Associate, Operations and Client Service . Winthrop Wealth
Boston, MA
Locationk*************@winthropwealth.com
Primary EmailHow to contact Kellie O'Connor
Join and see Kellie's contact info for free!Current Roles
Employees:
26Revenue:
$3.8MAbout
Our purpose is to help clients pursue a high level of personal fulfillment and happiness. We support that pursuit by empowering them to become knowledgeable and active stewards of their financial resources. The wealth management strategies we create bring simplicity and confidence to clients' complex financial lives. They are comprehensive, and customized to pursue clients' unique needs. As a multi-generational wealth management firm with over thirty years of experience, we bring a credentialed team that is second to none. Our Client-first approach to service delivers the personalized service our clients expect and deserve. Disclosure: Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial. . For a list of states in which the financial consultants affiliated with Winthrop Wealth are registered to do business, please visit www.winthropwealth.com 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.Winthrop Wealth Address
109 State StreetBoston, MA
United States