O’Connell Financial is one of Citrus County’s oldest financial services firms. O'Connell Financial offers more than 92 combined years of professional service in the financial and investment advisory field.
Through our office and current business relationships, O'Connell Financial offers the business professional, and the retired person financial and estate planning services. Some of these products and services include how to properly register assets according to a client's stated goals and objectives, taxation control, gifting, trust usage, tax shelters, nursing home protection, investments and insurance.
Additionally, O’Connell Financial has relationships with a network of investment advisers to provide fiduciary investment options for foundations and “not for profit” organizations.
Mark J. O'Connell
Mark is a senior partner of O'Connell Financial. He has 24 years experience practicing in
Mark has passed the following exams:
|Series 24||General Securities Principal Exam||2000|
|Series 7||General Securities Representative||1987|
|Series 63|| Uniform ||1988|
| State of ||1995|
|2-14||Life, Health and Variable Annuity||1988|
Other noted accomplishments:
Past member of the St. Pete. Junior College Brain Bowl team
Secretary and past Vice President, Treasurer, and Director of ECCA
Licensed instrument rated private pilot
Brian C. O’Connell
Brian is a senor partner of O’Connell Financial with 29 years experience. Brian is a 1978 Graduate of St. Petersburg Junior College with an Associate in Arts degree & a 1980 graduate of
Current Licenses held:
|Series 7||General Securities Representative||1982|
|Series 15||Foreign Currency Options||1983|
|Series 24||General Securities Principal Exam||1984|
|Series 65||Uniform Investment Advisor||2009|
Additionally, Brian has formerly been a Realtor-Associate with the Citrus County Board Of Realtors on October, 1988, and formerly held the following insurance licenses; 2-18 Life, Health & Disability; 2-19 Variable Annuities and 2-20 Property & Casualty.