Brian P. O'Connell, CFP®

Brian P. O'Connell, CFP®

Team Members - Partner, Financial Advisor

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E: This email address is being protected from spambots. You need JavaScript enabled to view it.
P: 239-454-1117 ext:14
F: 239-454-0249
6216 Whiskey Creek Dr Suite A
Fort Myers, Florida 33919

Brian holds a B.S. in Finance from the Warrington College of Business at The University of Florida.  Brian began his career as a Financial Consultant with Merrill Lynch, where he earned the Merrill Lynch Certified Financial Manager designation.  A native of Southwest Florida, Brian moved to Naples in 2003 to join Private Capital Management, LP, a value equity style portfolio manager whose roots stem from the Collier Family Office.  Brian joined Marquis Wealth Management Group in August 2008 as Financial Advisor, and has earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Individuals who have earned the CFP® certification have met rigorous professional standards and abide by the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

As an active member within the community, Brian serves as a volunteer for The United Way of Lee County, and is current board member of the Southwest Florida Gator Club. Brian is also active within his local church, serving on the Parish Finance Committee. Career Summary
Partner, 2013 - present
Financial Advisor, August, 2008 - present
Marquis Wealth Management Group Assistant Vice President, July 2006 - 2008
Client Services Officer, February 2003 - 2006
Private Capital Management, L.P. Financial Consultant, July 2001 - 2002
Orientation Financial Consultant, July 2000-2001
Merrill Lynch Education
B.S. in Finance, 2000
University of Florida - Warrington College of Business
Gainesville, Florida Professional Designations
CERTIFIED FINANCIAL PLANNER  professional - CFP® 
FINRA Series 65 License 
Florida Life, Health, and Variable Annuity Insurance License