Clifford W. O’Conner,
CIMA®, CPWA®, ChFC®
Cliff is the founder and president of C.W. O’Conner Wealth Advisors. He provides creative solutions in investment management, wealth management and business services to executives, business owners, individuals and their families.
Kevin O’Conner
CIMA®, ChFC®
Kevin is a financial advisor with C.W. O’Conner Wealth Advisors, Inc. He works closely with clients to establish and meet their business and personal financial goals.
Kassia Jezak
Kassia is a client services associate with C.W. O’Conner Wealth Advisors, Inc. She joined the firm in 2025, bringing with her experience from her time in a Fidelity Investments branch. She is passionate about helping people, and she supports operational tasks and other day-to-day duties in the firm’s mission to provide great client care.
Dedicated to purposeful community support.
At C.W. O’Conner Wealth Advisors, we believe we can increase our impact on the community by focusing our time, talent and treasures on areas of need where we are passionate. We actively support Atlanta-area organizations Developmental Disabilities Ministries and MUST Ministries.
