Ryan P. O'Connor, CLU®, RICP®, CFP®
Financial Advisor


Williams & O'Connor Financial Planning Group

Professional

 

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:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Retirement Income Certified Professional® (RICP®)

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

Education

Degree Major Institution
Bachelor of Science Business Administration State University of New York at Geneseo

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2016-2018

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

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck