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Kaitlyn O
Series 66
Newtonville, MA
Ameriprise
Kaitlyn O Connell is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2019, including prior roles within the firm and experience at Holman Enterprises, Stonewall Solutions, and Miss Porter's School. Outside of her advisory role, she is also an associate financial advisor at NetFlows, LLC. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service for clients approaching or in retirement, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.
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