Shaun O'Connor

Shaun O'Connor

Senior Vice President

Phone: (215) 640-3825
Fax: (215) 569-2680

Shaun O'Connor is committed to assisting his individual and corporate clients achieve their long-term financial goals. He is focused on empowering individuals to grow and protect their assets, as well as helping small businesses deliver effective corporate benefits to their employees.

Shaun applies his knowledge and experience in the financial services industry through group educational sessions, with an emphasis on assisting employees make wise retirement planning decisions and prudent management of their nest eggs. He provides his clients with diverse financial solutions involving investments and insurance vehicles.

Shaun has a degree in psychology with a concentration in Business Law from Philadelphia College of Textiles and Science. While in college, he participated in several varsity sports, including serving as captain of the golf team.

In 2013 Shaun was honored by NAIFA (National Association of Insurance Financial Advisors) as a Rising Star in the Greater Philadelphia region.

He is active in several charitable causes in the greater Philadelphia area, and resides in Havertown, PA with his wife, Emily, who is a school teacher, and his two children.


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