Ed O' Connor

With more than 25 years of success across a range of financial services, Edward P. O’Connor is the Principal Partner of Princeton Financial Consultants, LLC™. His areas of expertise encompass wealth management, defined contribution retirement plans, product management, asset management (mutual funds and separately managed accounts), and mergers and acquisitions. Throughout his career, Ed has been a catalyst for positive organizational change, driven by his entrepreneurial approach and ability to create and direct strong, results-driven teams. He now brings this expertise to Princeton Financial Consultants™, where he is currently leading a top-tier client’s strategic response to several potentially disruptive regulatory changes. He also successfully acquired and built a financial services franchise at Princeton Financial Consultants™. Prior to Princeton Financial Consultants™, Ed served as Managing Director for Morgan Stanley Wealth Management. At Morgan Stanley, he developed and launched the firm’s Financial Wellness digital platform to deliver education and advice to employees with a segmented service model for their retirement plans, which resulted in a 300%+ increase in new mandates in just one year. In addition, he redesigned the firm’s advisory offering for retirement plans, built a discretionary management product that grew to more than $10 billion in four years, and developed a series of retirement “glide path” strategies with Morgan Stanley Research. He also managed Morgan Stanley’s response to the Department of Labor’s fiduciary rule.