Ryan P. O'Connor, CFP®, RICP®, AEP®, CLU®
Wealth Management Advisor

Williams & O'Connor Financial Planning Group



Ryan received his degree in Business Administration from the State University of New York at Geneseo where he concentrated his studies on finance, economics, and political science.  

He has achieved the following professional designations and industry achievements:

  • Chartered Life Underwriter (CLU®)
  • Retirement Income Certified Professional® (RICP®)
  • The Accredited Estate Planner® (AEP®)

He works with a variety of individuals, families, and businesses. His areas of concentration are:

  • Qualified and Non-Qualified Wealth Accumulation
  • Distribution Planning
  • Asset Protection Strategies/Medicaid Planning
  • Closely held Business Planning
  • Medical Disability Insurance

Awards and Recognition


Million Dollar Round Table Qualifying Member 2016-2020

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


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