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Kevin O

Series 65

Beavercreek, OH

Ram and Oak Investment Partners, LLC

Kevin O Connor is a financial advisor with Ram and Oak Investment Partners, LLC. He holds a Series 65 designation and has five years of industry experience. Prior to founding his current firm, he worked at Artifex Financial Group, LLC and Morgan Stanley Smith Barney. Ram and Oak Investment Partners LLC provides discretionary asset management and integrated financial planning services to individual and high-net-worth clients, combining fundamental and technical analysis to build client-specific strategies. The firm also offers tax-preparation services to advisory clients at no additional fee as an ancillary benefit.

General retirement planning General tax planning
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