Forks Township, PA Office

Michael Stanley is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Uber and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors, offering asset-allocation advice, investment manager searches, and customized performance reporting.

Timothy O'Connors is currently serving as Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments in various capacities since 1998, bringing over 25 years of experience to his current position. Prior to becoming Vice President, he worked as a Financial Consultant from 2018 to 2023 and held roles including Senior Portfolio Specialist and Investment Consultant. Throughout his career, Timothy has focused on helping clients and institutions work towards their retirement and financial goals. His extensive experience across multiple positions within financial services has enabled him to work collaboratively with clients to design retirement plans aimed at pursuing their objectives. The information provided does not include details about his education, credentials, personal interests, or community involvement.