Maureen O’Connell
Client Service Associate
I joined the Blakely Financial team in October of 2023 as a Client Service Associate. I have worked in the financial industry for over 9 years. I passed the Securities Industry Essentials® (SIE®) Exam and the Series 6, and look forward to beginning my studies to become an Investment Advisor Representative (IAR). I recently completed my certification to become a notary public.
Blakely Financial offers my ideal working environment with a supportive and productive team who truly care about their clients and providing them excellent service. My daily tasks perfectly match my skill set and allow me to support client goals for the future.
I have been married to my husband Jim for over 25 years and we have 3 adult children. I am originally from New York, and now reside in High Point, NC. I run, hike and travel with my family whenever possible.
Personal Points
If I wrote my own job description…
it would be this job! It really would. Client service in the financial planning/advising world working with a team of amazing professionals.
My top 3 reads and podcasts are…
Lessons in Chemistry, Educated, Memoirs of a Geisha
My favorite quote is…
“Real love is very quiet, very still, love is deep and calm and constant.”
My superpower would be…
Traveling at the speed of light (children in 3 different states)
My favorite restaurant is…
Toloache in NYC
My dream travel destination is…
Somewhere I haven’t been yet - Switzerland
