Wells Fargo Advisors

Specialties

The pursuit of meaningful goals is something we all share.

Whether you’re planning for retirement, to fund education for your children or grandchildren, buy a dream vacation home, address health care needs or leave a legacy for the next generation. We can help you succeed.

With an understanding of your individual needs and goals, we will implement a personalized wealth management plan, then monitor and adjust it as necessary to help you achieve those goals.

History

Established in 1850.

Wells Fargo & Company is an American multinational banking and financial services holding company with operations around the world.

Wells Fargo has more than 9,000 retail branches and over 12,000 automated teller machines in 39 states and the District of Columbia. It has over 270,000 employees and over 70 million customers. As of July 12, 2013, Wells Fargo became the world’s biggest bank by market capitalization, worth $ 236 billion.

Wells Fargo operates under Charter #1, the first national bank charter issued in the United States.

Wells Fargo ranked No.1 among banks and insurance companies in Newsweek magazine’s inaugural «Green Rankings» of the country’s 500-​largest companies.

Meet the Business Owner

Patrick O.

Business Owner

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. He provides efficient investment strategies to families who want to transition assets to their heirs and philanthropic gifting without adversely affecting them in the process.

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 is a member of MENSA «The High IQ Society».