The Capital Legacy, LLC

CONNECT

Address:

780 Newtown-Yardley Road, Suite 310 Newtown Office Park
Newtown, PA 18940

Phone:

(215)860-8400

Fax/Other:

(215)860-5284

Therese O'Connell, MBA

Therese O'Connell, MBA

Financial Advisor

Therese O'Connell holds a Finance M.B.A. from LaSalle University.  She graduated Widener University with a bachelor’s degree in Economics and Finance. 

Therese was first licensed in 2004.  Therese focuses on financial planning for both businesses and individuals. She studied fiduciary practices through the Center for Fiduciary Studies.

Therese's husband Dennis is a police detective in Falls Township.  Therese and Dennis have two little girls, one young son and they reside in Langhorne.  Her children attend school at St. Andrews in Newtown where they are all active members of the community.

Therese continues her love of lacrosse through the younger generations. She is currently coaching for Council Rock Youth Lacrosse Association for the K-8th grade girls, and as the Director for player development. Therese enjoys spending every extra moment creating memories with her children.