Therese O'Connell, MBA

Financial Advisor

Therese has been a financial advisor since 2005, lighting the path for her clients to follow on their financial journey. Through financial planning and investment management needs, she services individuals and families, as well as businesses.

 Therese produces a tremendous amount of trust and integrity that has resonated throughout her clientele. Her deep concern for long-term success is clear to those she services.

Therese earned her Bachelor of Science degree for Financial Planning and Economics from Widener University. Therese then went on to LaSalle University for her master’s in finance, where she earned her M.B.A. During the program, Therese acquired the Series 66 held with Great Valley Advisor Group, Inc. and 7 held with LPL Financial, licensing registrations, as well as Life, Accident and Health Insurances.

In her free time, Therese enjoys spending time with her husband Dennis, a Detective for Falls Township, and their three children. She also shows her love of this life through coaching lacrosse and running.