BBW MEMBER INTERVIEW: Katie O’Connell, Financial Advisor, Skyeburst Wealth Management

What is your name?

Katie O'Connell

What is your occupation?

Financial Advisor

What is your business name?

How long have you been a Boston Business Women’s Member?

Less than a year

What is your instagram handle?

What is your linked in URL?

Were you born and raised in Boston? If not, what brought you here?

I am originally from Philadelphia. My job brought me up to Boston.

Tell us more about your job or company and what led you to your career?

I work for Skyeburst Wealth Management which is a private wealth advisory practice of Ameriprise Financial. I love helping my clients and their families achieve their goals. I grew up surrounded by my family in the business, which led me to want to make as much of positive impact as they have in people's lives.

What would your clients say about you and your company?

My clients would say Skyeburst is full of thoughtful & attentive advisors who truly value their clients above all else. Our team strongly believes in our product and so do our clients.

What is the best advice you’ve ever received?

The best advice I've ever received is a rule my dad likes to use called the 5x5 rule. In order to put things in perspective, you have to ask yourself whether or not it will matter in 5 years. If it won't, don't spend more than 5 minutes stressing over it.

What is your favorite book?

Know My Name by Chanel Miller

What is your secret weapon? An app, a tool, a organization method, anything?! (Can be a personal or professional life tool)

My secret weapon is my daily planner. I don't know what I'd do without it.

What is your most recent WIN? How are you slaying it in your career or business?

Getting referrals is always a WIN for me. I love hearing that my clients find value in working with me and want the people they care about to experience the same.

What advice would you give to your younger self?

Surround yourself with positive people who want to build you up and see you succeed.

How do you enjoy your free time?

After work, you can definitely find me on the Peloton or trying something new in the Greater Boston Area. On my days off, I like to spend time with my family at the beach in Ocean City, NJ, race triathlons with my boyfriend, & ski up north during the winter.

What is something that not many people know about you?

If I could live anywhere in the world it would be Seville, Spain.

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