Thomas O’Connell is President and Managing Principal of Senior Wealth Solutions, LLC, a New Jersey-based firm that specializes in working with retirees in all aspects of financial and wealth planning. A 1987 graduate of Guilford College in Greensboro, N.C. — where he earned a Bachelor’s of Science degree — Mr. O’Connell continues his education in the industry by attending relevant courses that keep him updated in areas such as Medicaid law, estate tax planning, investment and retirement planning as well as risk-management planning. He is currently working on his Master’s degree in financial planning at the American College of Pennsylvania.

One of New Jersey’s premier senior advisors — assisting seniors in the financial advisory field for almost two decades — Mr. O’Connell is a Certified Senior Advisor and nationally recognized author and speaker on the various subjects of senior wealth management. He also has served on the Board of Directors for the Better Business Bureau of New Jersey for over three years.

Mr. O’Connell has been trained as an elite IRA expert by Ed Slott, CPA, who is recognized nationally as America’s leading IRA expert.

For more information, contact Mr. O’Connell

Thomas O’Connell does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations. Securities offered through Comprehensive Asset Management & Servicing, Inc. Member FINRA/SIPC 2001 Rte 46, Suite 506, Parsippany, NJ 07054. 973-394-0404