Tom O'Connor is a wealth advisor at OneDigital in Huntersville, NC. He guides individuals, families, and closely held businesses through a comprehensive, goals-based financial planning. His process focuses on maximizing efficiency across both balance sheet and cash flow. Tom helps ensure that his clients fully understand how their financial plans work and empowers them to make confident, informed decisions.
Tom brings more than a decade of business experience to his practice, with trust, accountability, and organization at its core. Before entering financial services, he built a career in sports marketing, contributing to three Daytona 500 victories and working with numerous Fortune 500 brands. That background sharpened his approach to client relationships and complex problem-solving, and he carries those skills into every financial plan he builds today.
Tom graduated from Ithaca College in New York with a bachelor's degree, where he also excelled as a student-athlete and team captain of the baseball team his senior year. He earned All-American honors as a junior. He holds the Series 7 and Series 66 securities licenses and is licensed in life, health, long-term care, and Medicare insurance. He resides in Huntersville with his wife and their two children.
