Tom O’Conor, Partner of SCO Wealth Management, has specialized in helping his clients identify and pursue their retirement income planning needs since 2013. As his clients trusted financial advisor, Tom loves helping his clients accomplish their financial goals and setting them on a path towards long-term financial success. Ever since Tom first started investing at the age of 13, he knew that he had a passion for investing.

Before launching his own independent practice, Tom built a diverse group of clients during his time with Merrill Lynch Wealth Management. Tom graduated from Towson University with a degree in Economics and then went on to receive his Masters in Personal Financial Planning (MPAS®) from the College of Financial Planning. He also holds several other certifications, including CFP®, and CRPS®. Tom has been named a recipient of the Five Star Wealth Manager award in 2024 and SCO Wealth Management has been recognized on the 2024 Forbes Best-in-State Wealth Management Teams list.

Outside the office, Tom enjoys spending time with his wife, Caitlin, and their sons, Jonathan, and Emmett. Tom likes to stay active; some of his favorite hobbies include golfing, snowboarding, and skeet shooting. He is also very passionate about music and enjoys playing the guitar and drums.

CA Insurance License Number: 4169322. Resident State MD

The Five Star Wealth Manager award was issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). View Award Disclosures