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Daniel O
CFP®, Series 63
Dallas, TX
Wells Fargo Investment Institute, Inc.
Daniel Oconnell is a CFP® with 20 years of industry experience. He is currently with Wells Fargo Investment Institute, Inc. and has held positions at Wells Fargo Private Bank and Morgan Stanley Dw Inc. outside of his advisory work, no additional activities are noted. Wells Fargo Investment Institute provides manager research, global investment strategy, securities research, asset allocation analysis, and model-portfolio services to Wells Fargo affiliates and other financial institutions. The firm operates as a research and model-provider, delivering non-discretionary model portfolios without offering individualized financial planning or direct portfolio management.
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