Wells Fargo Advisors

Wells Fargo Advisors works with a select group of individuals, families, businesses and institutions to build, manage, preserve and transition wealth.

Patrick S. O'Connor, CRPC® Managing Principal, Senior Financial Advisor and PIM Portfolio Manager works with a select group of individuals, families, businesses and institutions to build, manage, preserve and transition wealth.He has a principled advisory practice that assists clients in developing long-term financial solutions and implementing their results-oriented financial strategies. Patrick has an open and honest approach to his practice and his relationship with you. He makes himself available and feels communication is paramount to the relationship. He strives to build long lasting relationships with, among other things, multi-generational family meetings, frequent contacts and pertinent one on one reviews.Patrick implements effective customized wealth management practices and modern portfolio theory. These items help to analyze your your goals while demonstrating the impact those goals might have on your future wealth.Patrick is a member of MENSA "The High IQ Society".