Morgan Stanley
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595 S Federal Hwy, Ste 400 -
Boca Raton,
FL
33432
www.morganstanleyfa.com/harborfinancialgroup
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I am a wealth manager that leverages the resources of my team and Morgan Stanley to provide tailored investment strategies. We help our clients identify and prioritize their goals, their needs and aspirations. With this information, we provide a personalized value proposition to guide them in continuing to build and protect their wealth and financial security for themselves as well as extended families and others.
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Ross O'Connor
- (561) 393-2047
Financial Advisor
Services
401-k Rollover Assistance
401k Plans
Business 401K & SEP Plans
Education Planning & 529 Plans
Financial Advisors - Asset Management
and more...
Licenses
Series 7
Series 66
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