"I have lived through

the negative impacts

that poor financial

decisions can have

on people's lives."


Patrick O'Connor

Patrick O'Connor38

Senior vice president and regional director, Raymond James & Associates Inc.

Fast Facts

  • Wanted to be an NBA player growing up.
  • Guilty pleasure: A craft beer with a great cheeseburger.
  • First job was working as a clerk at a large moving company.

Patrick O'Connor's career choice and his advocacy of financial literacy stem from the tough times that befell his family when he was in high school.

They lost their house and went through bankruptcy after his father, who'd lost his job, withdrew funds from an IRA and failed to pay the associated taxes and penalties. That left Mr. O'Connor's mother with a large amount of debt after his father passed away a few years later.

"This passion for financial literacy and enthusiasm for this business, personal experience from my life shapes some of that," he said.

Mr. O'Connor is a Florida man through and through, having grown up in the Sunshine State, attended and played basketball at the University of Florida, and climbed his way through the ranks at Raymond James & Associates Inc. over the past 16 years.

By the time Mr. O'Connor was 29, he'd launched and led Raymond James' alternative investments group, structured-products desk and ultrahigh-net-worth consulting efforts. Mr. O'Connor currently oversees the firm's largest of seven regions by revenue, advisers and branch offices.

His proudest professional achievement, he says, was overseeing the design and launch of the firm's financial planning software, Goal Planning & Monitoring, in 2013.

In his spare time, Mr. O'Connor volunteers for the charity Junior Achievement, which aims to foster financial literacy and entrepreneurship among kindergarten through 12th-grade students.

– Greg Iacurci


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