Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop observatory

Patrick O'Connell, CFP

First Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • MD
  • MI
  • MN
  • NJ
  • NV
  • NY
  • OH
  • OR
  • TX
  • WA
  • WI

Education

  • B.S, Finance, University of Colorado, Boulder

Credentials

  • CERTIFIED FINANCIAL PLANNER
One North Wacker Drive
Chicago, IL 60606

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

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