Leo has been a provider of financial services for over 40 years. Leo has completed the requirements to become a CERTIFIED FINANCIAL PLANNERTM practitioner. He is a general securities representative, an investment advisor representative with LPL Financial, and is also a licensed life, health, and variable annuity agent in New York.
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 Investment Services team in 2016.
Leo is active in several community organizations. He has served on the Catholic Education Foundation, is a current officer of the River City Toastmasters Club of Binghamton, and is on 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’s home is in Binghamton with his wife Libby, and has three children, Leo Jr., Julia, and Nora.