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Leo O'Connor Jr., CFP®, is an experienced financial planner currently serving as an LPL Financial Planner at Visions Wealth Management since March 2021. Previously, Leo held the same title at The O'Connor Group, Visions Investment Services from September 2018 to March 2021, focusing on client goal definition and financial achievement. Earlier roles include a Paraplanner position at O'Connor Investments from May 2016 to September 2018, where Leo designed tracking systems for RMDs and client reviews, and an Advisor Assistant role at O'Connor Investments Inc. from January 2006 to November 2016, where Leo played a key role in transitioning to a paperless office and became proficient in various industry software. Leo O'Connor Jr. holds both a Master of Science and a Bachelor of Science in Personal Financial Planning from Texas Tech University, along with further education from Florida Gulf Coast University and Clarkson University.