Roz M O'Connor - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Roz O'Connor is a financial advisor based in New York, New York, providing financial planning and investment management services to clients in the area. She specializes in helping individuals and families navigate their financial goals through tailored investment strategies and retirement planning. With a focus on building long-term wealth, Roz offers personalized consultations to address the unique needs of her clients. Her practice is dedicated to empowering clients with the knowledge and tools necessary to achieve financial success.

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