Patrick O’Connor

Wealth Advisor, CFP®

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Patrick O’Connor

Patrick O’Connor

Wealth Advisor, CFP®

Wealth Advisor (Memphis)

Patrick O’Connor joins HHM Wealth Advisors where he will play a pivotal part in expanding the firm’s presence in the Memphis market. Patrick has over a decade of experience in financial services which he brings to his role as an HHM Wealth Advisor. His responsibilities include working closely with individual investors, providing financial planning to high-net-worth individuals, providing retirement plan investment consulting, and offering individualized participant education services. Additionally, Patrick has extensive experience working with non-profit organizations and advising on foundation and endowment investment strategies.

A native of Memphis, Patrick earned his degree in Advertising from Pepperdine University in Malibu, CA. Prior to his transition into investment advising, he honed his business skills as an account executive for a nationally recognized advertising agency. This unique background has equipped him with a comprehensive understanding of both creative strategic planning and meticulous financial oversight.

Beyond his professional endeavors, Patrick is committed to his community and serves on the Board of Directors for the Germantown Performing Arts Center and the Children’s Museum of Memphis. His wife, Katy, works at St. Jude Children’s Research Hospital, and together they are active members of Second Presbyterian Church. Outside of work, Patrick enjoys fishing, playing golf, and biking.

Education

  • Pepperdine University, Advertising