Video Introduction

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Professional

Kevin O'Connell uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. Kevin O'Connell helps successful individuals:

  • Identify both your short and long-term goals for you, your family and your business.
  • Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Kevin O'Connell.
 

Associations and Memberships

University of Central Florida Alumi Association

Sigma Phi Epsilon

National Association of Insurance and Financial Advisors (NAIFA)

Million Dollar Round Table (MDRT)

Chartered Life Underwriter (CLU® ) Designation

Chartered Financial Consultant (ChFC®) Designation

 

Education

Degree Major Institution
Bachelor of Science Finance, Business Administration University of Central Florida

Awards and Recognition

Million Dollar Round Table Qualifying Member   2009
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT