Leo has been a provider of financial services for over 40 years and has completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a general securities representative, an investment advisor representative with LPL Financial, and a licensed life, health, and variable annuity agent in New York State.
Leo entered the financial services field as a specialist in tax-free bonds in 1977 in Syracuse, NY, and later became part owner of a regional brokerage firm in Endicott, NY. Prior to starting O’Connor Investments in 1991, he gained experience at Dean Witter Reynolds. O’Connor Investments joined the Visions Wealth Management team in 2016.
Leo is active in several community organizations. He has served on the Catholic Education Foundation and the Advisory Board of the Financial Planning Association of the Southern Tier of New York.
When not at the office, Leo can be found on the tennis court, biking, or hitting the pavement in his running shoes. Leo has three children and lives in Binghamton with his wife.