Josselyn Oconnor

Background

About Josselyn Oconnor

I became a financial advisor because I believe confidence in your financial life creates opportunity, freedom and clarity — for you, your family and generations to come. Since 2017, I’ve had the privilege of walking alongside clients through life’s transitions, helping them make informed decisions, define their version of success and build lasting financial legacies. I often tell clients that our job is to know you and to protect you — especially when life changes. We’re here to celebrate joyful milestones such as retirements, babies, new homes and big adventures — and to offer clarity and care during the harder moments when life takes an unexpected turn. It’s an honor to walk with clients through every season, offering steady guidance when it’s needed most. I’ve always been drawn to strategy and service. Early in life, I was encouraged to be curious about money, investing and the choices that shape a meaningful financial future. That curiosity became a calling. I now hold the CERTIFIED FINANCIAL PLANNER® or CFP® certification, as well as Series 7 and 66 registrations and life and health insurance licenses. At the heart of our work is a deep commitment to personalized care. Our team at Edward Jones builds trusted relationships through meaningful conversations. We listen closely, clarify your priorities and collaborate with your legal and tax professionals to bring your financial vision to life. Whether you’re planning for retirement, navigating a major life change or building generational wealth, we’re here to guide you every step of the way. Alongside me in the practice is Registered Branch Office Associate January Dreier, who ensures we continue to provide proactive, high-touch service. Together, we are committed to delivering an exceptional client experience to the families we serve. Outside the office, I enjoy spending time with my husband, Ed, and our daughter, exploring the natural beauty of Alaska. Whether we’re hiking, fishing or simply enjoying a quiet evening together, we find joy in the outdoors. I also love to cook, golf and travel — whether it’s discovering new places or returning to favorite spots that feed adventure and connection.