Raymond James welcomes $100 million financial advisor in Durham, North Carolina
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Sheridan O’Connor, CFP® to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
O’Connor is joined by office manager Sarah Richardson at O’Connor Wealth Group in Durham, North Carolina. The practice serves a variety of clients with a focus on comprehensive, personalized financial planning. O’Connor was previously affiliated with Edward Jones, where he managed more than $100 million in client assets.
“My top priority is to provide independent, holistic financial planning to my clients. By partnering with Raymond James, I’ve gained a platform with the freedom and resources, as well as top-notch support, to run my business in a way that’s best suited to their needs,” said O’Connor.
O’Connor offers more than a decade of experience, having launched his financial advising career with Edward Jones in 2013. He is also committed to continuous industry education as a CERTIFIED FINANCIAL PLANNERTM professional.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.24 trillion as of Oct. 31, 2023. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. O’Connor Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.