Michael O'Connell, CFP®
Michael J. O’Connell, CERTIFIED FINANCIAL PLANNER™ professional, is Partner and Head of Financial Planning for Wealth Management Group. He began his financial advisory career over 18 years ago with Langdon Ford Financial Group, now Allied Wealth Partners, and still maintains a strong affiliation with them today.
Michael’s clients are very diverse. He works with high level executives, small business owners, retirees and young families to provide strategies for protection, accumulation, growth and transfer of their assets.
Michael is a member of The Million Dollar Round Table which is the Premier Association of Financial Professionals. He qualified for Top of the Table in 2012-2015. Michael is also a member of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals.
Michael was recognized by Langdon Ford for his excellence in Financial Services by receiving the Jack Langdon New Advisor of the Year award in 2000 and the Award of Excellence in 2006 and 2011.
When at leisure, Michael enjoys time with his wife Kimberly and their three children. He is also very active in competitive golf, participating in many New Jersey and Metropolitan area tournaments. He is the current Club Champion at North Jersey Country Club.
Michael is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.