Broker Check
David O'Connell

Business Philosophy

David has been in the financial services industry since 1991. David is a holistic provider of behavioral financial advice. He determines his clients’ needs and finds the best solution to secure their financial future. David specializes in securing retirement income for individuals nearing and currently in retirement.

 

Services

  • Distribution Planning
  • Retirement Distribution Planning
  • Protection
  • Estate Planning
  • Retirement Planning
  • Business Solutions

 

Personal Experiences

David enjoys traveling, especially to the Caribbean. He is an avid scuba driver and has his rescue certification in scuba diving. David enjoys being active and participating in triathlons. He is a member of the Airborn Tri Team with a mission of supporting Veterans causes. David has a daughter and a son, both in college and resides in Sayville, Long Island.

Qualifications

  • Life and Health Insurance Licence
    Series 7, 63, 65
    Towson University: Business Administration, Marketing B.S.